/CreationDate (D:20120522130847-07'00') 3 of 16CONFIDENTIAL FINANCIAL PLANNING QUESTIONNAIRE Personal Background Information Scenario Title (Example “Financial Plan”) Names to be shown on cover CLIENT ACKNOWLEDGEMENT FAMILY MEMBERS First Confidential Client Questionnaire Integrated Financial Planning, P.C. Client Questionnaire – Page 3 If you want to supply information for this section in another format, feel free to do so. Confidential Financial Planning Questionnaire Please save a copy of this Questionnaire to your computer, complete it to the extent possible and, if possible, return it to us by e-mail prior to the introductory meeting. Your parents Client 1 Client 2 Mother Age (or age at death) Cause of death Father Age (or age at death) Cause of death Financial or physical care needs 6. Financial Planning Questionnaire Peace of mind... the most valuable service we provide. Please list some of your financial objectives: Objective: _______________________________________________________________, Time period: _____________________________________________________________, ________________________________________________________________________________________________________________________________________________. Financial Planning Questionnaire Name Date Page 1 of 19 Disclosure This material is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument. >> In order to properly establish a new client engagement, please complete our Berman McAleer Financial Questionnaire as thoroughly as possible. /Author © 2017 Sample Questionnaire. Part 2 Comprises this Client Questionnaire or Fact Finder Partner Financial Group Building 2, 303 Burwood Hwy, Burwood East VIC 3151 & 147 Upper Heidelberg Rd, Ivanhoe VIC 3079 Ph … b. 2 Before You Begin… This Confidential Client Questionnaire is designed to help you gather all the required information for your financial plan. What Are You Doing Now? F inancial planning fact finder Page 5 5. CLIENT 1 NAME: CLIENT 2 NAME: COMPLETED BY: PARAPLANNER/RESEARCHER NAME: Date completed: Joint Fact Find: Date of update (if relevant): PRIVATE & CONFIDENTIAL. Your professional advisors Client 1 We look through the client’s finance files, their assets and liabilities, talk with them to gauge their stage of life and work with them on … 4 0 obj You are welcome to contact us via email or phone with any questions and for Client Authorisation for Additional Information from Other Institutions or Advisers 30 2 | Financial Planning Questionnaire This is an important and confidential document. Sample Financial Planning Questionnaire Example As financial planners, we help people handle their finances, achieve their financial goals, or both. The No one likes getting negative feedback, but taking the time to solicit opinions from your clients can help you do … Financial Planning Questionnaire Client Information: Client Co-Client … a Financial planning is an ongoing process and a client should regularly consider whether financial and personal changes warrant a re-evaluation of the Plan. Student Leadership Development Questionnaire, Employee Training Evaluation Questionnaire. You want to get a good overview of the client’s current financial life. - 1 - Wealth Management, LLC A Registered Investment Advisory Firm 100 Larkspur Landing Circle, Suite 110, Larkspur, CA 94939 Phone: (415) 300-4560 • Fax: (415) 461-4022 NEW CLIENT QUESTIONNAIRE AND First off, most of us avoid the client feedback exercise for years on end. ��;t�uχ�İ��C�+��+n�C�.���/���b3�Wf)ܕ�J��k&&J��, ���VJ[�n�5En��;pc�-ded4 ^����`�YI+��V�T�Ec�Y�,X*�$��R0������"H�(�҄��L��u����E)���ݍdL�9��)��㗺0P�y��KS�"Ӥ}�2IP`�8�I!MSX.�V�7$uU�� mM��=5uA��2��) ��+/U���wL^"(�A�R]����]u��-���9���Bh2Þy�1��?�V������ʊ�+n� �;ު��g��\A��?�'yUUP��U`�?e �nE1�q 2' �K��7���ɿ��+So�U,�|��ӄ7�AD��#'��D�M e�ry\�Ns.�(!���~��o�7'�. We strive to improve client outcomes ASSETS C a s h E q u i v a l e n t s P e r s o n a l P r o p e r t y Checking First name: ______________________________________________________________, Surname: _______________________________________________________________, Address: ________________________________________________________________, Cell phone: ______________________________________________________________, Home phone: ____________________________________________________________, Date of birth: ____________________________________________________________, Gender: _________________________________________________________________, Marital status: ____________________________________________________________. Efficiently gather client financial planning information. Incomplete or inaccurate information will negatively impact the results. If you haven't yet got a final questionnaire written for these purposes, have a look at this example from The Financial Advisors . The more we are able to know about your current financial situation and your future financial goals, the more valuable the financial plan will be to you. Page 1 of 6 Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Client 1 Client 2 Occupation Breakdown of occupation duties (administration, manual, travel, etc) Employment status Full-time Part %PDF-1.4 Financial Planning Questionnaire (continued) Cash Flow Information (Please submit most recent tax return) Note: You may elect to provide totals only for income and expenses, however it is preferable to provide as much information as possible for 1 V4.010310-TCS PRIVATE & CONFIDENTIAL FINANCIAL PLANNING QUESTIONNAIRE Client 1 Client 2 Tel No: Home Tel No: Home Work Ext Work Ext Mobile Mobile Email Email Current Address Program questionnaires collect all the information from your client required to complete the projections for the financial planning software. 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