Planning Questionnaire

Before we can serve as a guide on your retirement path, we need a clear snapshot of where you are and where you’re headed. This brief questionnaire captures your target retirement, milestones you want to hit in the next decade, hurdles you’re concerned about, what you did (or didn’t) appreciate in past advisory relationships, and any questions for our team. Your candid answers inform our guidance.

First Name

Last Name

Email

Phone

Address

Marital Status

Number of children

Preferred method of contact? (you are welcome to choose more than one option)

Email

Phone

Best time to contact? (you are welcome to choose more than one option)

Morning

Afternoon

Evening

What is your planned retirement date? * (If retired, date of retirement)

What prompted you to reach out about retirement planning at this time?

What are your most important financial goals or milestones that you'd like to achieve in the next 5-10 years?

What are the biggest challenges or uncertainties you face in planning for retirement? *

Have you worked with a financial advisor in the past, and if so, what did you like or dislike about that experience? *

What questions do you have for our team?

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Helpful Important Documents

In order to advise you best, it is our approach to take a comprehensive look at your financial situation. This is best accomplished if you can provide complete statements (not screen shots) of the following documents:

Company Retirement Plan Statements (i.e. 401k, 403b, 457, etc.)
All Other Investment & Retirement Account Statements
Estate Documents (i.e. Will, Trust, POA)
Social Security Statements (if available) or SSA.gov Estimate
Life Insurance and Long-Term Care Insurance Statements
Recent Tax Returns — all pages, most recent year

Thank you!