Get Advance Questionnaire

The Advance Questionnaire is a crucial document designed to gather necessary information prior to your initial consultation. This guide provides step-by-step instructions to assist you in completing the form online, ensuring a smooth and efficient process.

Follow the steps to effectively complete the Advance Questionnaire online.

1. Click the ‘Get Form’ button to access the Advance Questionnaire. This will open the form in your preferred online editing program.
2. In the first section, provide your title and full name, followed by your preferred name and age. Then, enter the date of your initial consultation.
3. Complete the client and co-client information, including full names and required contact details such as mailing address, city, state, and zip code.
4. Enter the home, cellular, and work telephone numbers for both the client and co-client, selecting your preferred method for fax communication.
5. Fill in your email addresses under home and work sections, indicating your preference for each.
6. Provide employer or last employer details, including your role and number of years in that position.
7. In the current financial condition section, detail the monthly income, expenses, cash assets, retirement investments, non-retirement investments, business value, real estate value, mortgage debt, consumer debt, and any other relevant financial information.
8. Number your planning priorities in order from the given list, and articulate the single most important issue and why it holds priority for you.
9. For the self-assessment, reflect on each statement regarding your financial goals, risk tolerance, understanding of investments, comfort with projected retirement income, and your planning for unexpected events. Choose the response that best reflects your opinion.
10. Finally, note what you expect to achieve during the initial consultation and ensure all sections are completed. Once finished, you may save your changes, download, print, or share the completed form.

Complete your Advance Questionnaire online today for a streamlined consultation process!