Get Preliminary Client Questionnaire - Eagle Creek Financial

Filling out the Preliminary Client Questionnaire is an essential step for users looking to engage with Eagle Creek Financial. This guide provides a straightforward approach to completing the form online, ensuring you have all necessary information at hand for a smooth submission process.

Follow the steps to complete your Preliminary Client Questionnaire accurately and efficiently.

1. Press the ‘Get Form’ button to access the questionnaire online. This will open the form in an editable format, allowing you to proceed with filling it out.
2. Begin by entering your personal details such as your name and address. Ensure accuracy in providing your home phone and cell phone numbers.
3. Fill in the family data section, including details about your children and grandchildren. Include dates of birth and indicate if they are U.S. citizens.
4. Complete the sections regarding your financial assets. This includes real estate and personal property, as well as investments and retirement accounts. Make sure to provide current values and growth projections.
5. For any business assets, specify the business name and provide related financial information similar to previous sections, including base value and growth projections.
6. Fill out the insurance information section, detailing all relevant policies along with their identifiers and coverage details.
7. Answer the liabilities section carefully, listing any mortgages or loans along with current balances.
8. Provide information about your salary, bonuses, and social security, ensuring to input annual amounts and relevant details.
9. In the expenses section, outline your current and expected expenses for both semi-retirement and retirement phases.
10. Address the personal and estate planning questions. Answer each question clearly to outline your financial security and estate wishes.
11. Review all entered information for any errors or omissions. Confirm data accuracy to ensure your questionnaire reflects your current situation.
12. Once you have completed the questionnaire, save your changes. You may choose to download or print a copy for your records, and share the form as needed.

Complete your Preliminary Client Questionnaire online today for a streamlined financial planning experience.