Get Eagle Strategies Comprehensive Client Discovery 2019-2025

Completing the Eagle Strategies Comprehensive Client Discovery is an essential step in the financial planning process. This guide will provide you with a clear understanding of each component of the form and detailed instructions on how to complete it efficiently.

Follow the steps to fill out the Eagle Strategies Comprehensive Client Discovery form.

1. Use the ‘Get Form’ button to access the form and open it in your chosen online editing tool.
2. Begin by filling out the 'Client Information' section. This includes your name, date of birth, address, and contact details.
3. Provide details about your financial advisors and any relevant professional contacts in the 'Professional Advisors' section.
4. In the 'Data/Facts' section, list your assets, liabilities, income, and expenses to give a comprehensive financial overview.
5. Detail your retirement goals in the 'Retirement' section, explaining how you envision your retirement lifestyle.
6. Complete the 'Protection' section. Here, specify your life insurance, disability insurance, and any long-term care insurance policies.
7. Outline your investments in the 'Investments' section and describe your investment strategies and experiences.
8. Address any concerns and future planning in the 'Estate/Legacy' section to clarify how you wish to manage your assets posthumously.
9. Fill out the 'Business' section if applicable, providing details relevant to your business and financial interests.
10. After completing all sections, review your information for accuracy. You can then save changes, download the form, print it, or share it as needed.

Start filling out your Eagle Strategies Comprehensive Client Discovery online today to streamline your financial planning!