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Get Client Questionnaire - Davis Financial Management, Inc.
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How to fill out the Client Questionnaire - Davis Financial Management, Inc. online
Completing the Client Questionnaire for Davis Financial Management, Inc. is an essential step in providing personalized financial planning services. This guide offers clear, step-by-step instructions to help you navigate the form with ease and confidence.
Follow the steps to successfully complete the Client Questionnaire.
- Press the ‘Get Form’ button to access the online Client Questionnaire and open it in your preferred editor.
- Begin with the 'Client & Spouse Profile' section. Enter your names, Social Security numbers, and confirm U.S. citizenship status. Provide your birthdates and employment details.
- In the 'Family Information' section, list the names, birth years, and relationships of your family members, as well as details about dependents.
- Move to the 'Your Other Current Advisors' section. Complete any information about your CPA, insurance agents, or attorneys and whether they are involved in decision-making.
- Proceed to the 'Investments: Goals and Risk Temperament' section, where you will rank your investment goals and describe your experience and comfort with investment risks.
- Complete the 'Creating Your Personal Statement of Expectations' section. Write your top expectations from the financial advisor, and note any additional questions you wish to discuss.
- Fill in the 'Estate Planning,' 'College and Educational Planning,' and 'Financial Information' sections with necessary details about existing wills, trusts, insurance, and estate plans.
- Once all sections are completed, review your entries for accuracy and save your changes. You can then download, print, or share the completed form with your financial advisor.
Begin filling out your Client Questionnaire online today to take the first step towards customized financial planning.
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