Financial Planning Pre-Meeting Questionnaire
The information below will help the financial advisor you are meeting with better understand your unique goals, needs and wants. Please know this information is secure and will not be shared with any outside parties.
You are not required to answer every question, so if a section does not pertain to your situation or if you are unsure how to fill out a section, you may skip it and we will discuss in your meeting.
Please be sure to fill out your email and phone number or this form will not submit.
Please use the same email address you previously provided our team.
District of Columbia
Date of Birth
Desired Retirement Age
First Name Person 2
Last Name Person 2
Phone Person 2
Email Person 2
Occupation Person 2
Employer Person 2
Date of Birth Person 2
Desired Retirement Age Person 2
Goals & Objectives
What are your retirement needs, goals, & objectives?
If any fields do not apply to you, leave them blank.
Annual Salary of Person 1
Annual Salary of Person 2
Annual Social Security of Person 1
Annual Social Security of Person 2
Annual Pension of Person 1
Annual Pension of Person 2
Annual Miscellaneous Income Person 1
Annual Miscellaneous Income Person 2
What are your estimated monthly income needs in retirement?
What is your current estimated monthly retirement income?
What is your estimated retirement income shortfall or surplus?
Remaining mortgage balance
Outstanding auto loan
Outstanding credit card debt
Miscellaneous outstanding debt
Are you currently working with any of the following professionals? (check all that apply)
Certified Public Accountant (CPA)
Health Insurance Provider
Who is your Estate attorney?
Who is your CPA?
Who is your Health Insurance Provider?
Do you have a Will?
Do you have a Trust?
Do you have a Power of Attorney in place?
Please list the different insurances that you carry below (Life, Disability, LTC).
Please include the Policy Holder, Type, Amount, and any Notes.
1. Investment Type
1. Account Holder
1. Notes/ Allocation
2. Investment Type
2. Account Holder
2. Notes/ Allocation
3. Investment Type
3. Account Holder
4. Investment Type
4. Account Holder
5. Investment Type
5. Account Holder
Just a few more questions!
Where have you seen us?
(Check all that apply.)
Online Publication (Forbes, Fortune, Barron's, Atlanta Journal Constitution, etc.)
Referred by someone
Retire Sooner Podcast
Book "You Can Retire Sooner Than You Think" by Wes Moss
Book "What The Happiest Retirees Know" by Wes Moss
Please let us know who referred you so we can thank them.
What best describes the biggest motivator for our upcoming meeting?
Liquidity event professionally
Desire to become more fulfilled
Loss or separation from spouse
Kids getting older and near college age
Friend told me to reach out
Desire to stop doing it myself
Other (please explain below)
Of the below, what is most important to you?
Comfort with my advisor
Understanding of my strategy
Having a holistic approach to my financial plan
Having a 3rd party partner help me reach my goals
Not having to worry about what to do with my money