Financial Planning QuestionnaireTo complete this form by hand : Print all pages, fill out and bring to our next meeting To complete this form electronically on your PC: Visit www.lionsharepartners.org/forms.
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How to fill out the Lionshare Partners Financial Planning Questionnaire online
Completing the Lionshare Partners Financial Planning Questionnaire is an essential step in preparing for your financial planning meeting. This guide provides a clear, step-by-step process for filling out the questionnaire online, ensuring you provide all necessary information for your advisor.
Follow the steps to complete the online questionnaire effectively.
- Press the ‘Get Form’ button to download the questionnaire and open it in a PDF editor.
- Begin with the general information section by entering your name, marital status, contact details, and birthdate. Make sure to provide accurate details as they help in personalizing your financial plan.
- Next, move to the financial information section. This requires you to detail your income sources, expenses, and other financial obligations. Take your time to fill this out comprehensively, as this data is crucial for effective financial advising.
- Proceed to the planning concerns and objectives section. Here, list and number your financial priorities—the items most important to you, such as retirement planning or charitable giving.
- Fill out the sections related to family information, detailing dependents and any special needs. This is important as it affects your overall financial strategy.
- In the assets section, list your bank accounts, retirement accounts, properties, and any other belongings of financial value. Providing exact numbers and estimates will facilitate better advice.
- Complete the liabilities section by detailing any debts or contingent liabilities. Clear identification of your financial obligations is key for effective planning.
- After finishing, review your answers for accuracy and completeness. Save the document on your device.
- Finally, email the completed questionnaire to your advisor, or bring a printed copy to your meeting. Confirm that all necessary documents are also ready for submission.
Complete your Lionshare Partners Financial Planning Questionnaire online today to initiate your personalized financial planning!
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How do you judge a financial advisor?
Identify your financial needs. Understand the types of financial advisors. Review the range of options for financial advisors. Consider how much you can afford to pay an advisor. Vet the financial advisor's background.
How do you know if a financial advisor is trustworthy?
Investment Adviser Visit FINRA BrokerCheck or call FINRA at (800) 289-9999. Or, visit the SEC's Investment Adviser Public Disclosure (IAPD) website. Also, contact your state securities regulator. Check SEC Action Lookup tool for formal actions that the SEC has brought against individuals.
What should you look out for when hiring a financial planner?
10 questions to ask financial advisors Are you a fiduciary? ... How do you get paid? ... What are my all-in costs? ... What are your qualifications? ... How will our relationship work? ... What's your investment philosophy? ... What asset allocation will you use? ... What investment benchmarks do you use?
What questions will a financial advisor ask you?
15 Financial Advisor Questions to Ask Your Clients What are your current financial concerns? ... What are your short- and long-term financial goals? ... What do you hope to gain from financial planning? ... What is the latest update on your current financial situation? ... Who are you financially responsible for?
Can I trust my financial planner?
An advisor who believes in having a long-term relationship with you—and not merely a series of commission-generating transactions—can be considered trustworthy. Ask for referrals and then run a background check on the advisors that you narrow down such as from FINRA's free BrokerCheck service.
How do you assess a financial planner?
Most people ask their friends and family for recommendations, but how do you know that who they recommend is qualified? To properly evaluate a financial advisor, you should consider how they are paid, what their qualifications are, their track record and the scope of their practice.
What should you look for when considering using a financial planner?
Selecting Your Planner. The two most important criteria you should consider in your selection are solid credentials and trustworthiness. Anyone can solicit business as a financial planner, with or without a professional designation. There is a cost to working with a financial planner.
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