Financial Advisor Assessment Form
Financial Advisor Assessment Form
Please fill out this form to help us understand your financial goals and provide personalized advice for your future.
Personal Information
Name
Date of Birth
Marital Status
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Single
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Married
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Divorced
Number of Dependents
Financial Goals
What are your top 3 financial goals?
What is your desired retirement age?
Income and Expenses
Annual Income
Monthly Expenses
Outstanding Debts
e.g., loans, credit cards
Assets and Liabilities
Total Savings
Current Investments
Real Estate or Property Value
Mortgage or Loan Balances
Investment Preferences
How would you describe your risk tolerance?
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Low
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Medium
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High
What type of investments interest you?
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Stocks
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Bonds
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Real Estate
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Mutual Funds
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Insurance and Estate Planning
Life Insurance Coverage (if any)
Do you have a will or estate plan?
Additional Notes
Any other financial concerns or information you’d like us to know.
Client
Name:
Date:
Thank you for your submission!
We appreciate you taking the time to submit.
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