New Client Intake Form
You are beginning the intake process for all new clients receiving financial coaching from me, Dylan L. Ross, CFP, AFC. I will also ask established clients to fill out these forms if they haven't had a financial coaching session with me in the over 12 months.
Filling out forms isn't fun, but I promise to do my best to keep the information collected to only what I truly consider useful, and essential.
Before you begin filling out this form, please be sure YOU AGREE AND CONSENT to these things:
1) SUBMITTING THIS FORM ELECTRONICALLY, AS WELL AS TYPING YOUR NAME AND CLICKING ON THE FINAL "SUBMIT" BUTTON AS YOUR ELECTRONIC SIGNATURE.
2) ENTERING YOUR EMAIL ADDRESS, AND RECEIVING A COPY OF ALL OF YOUR RESPONSES AT THAT EMAIL ADDRESS. This insures that the responses to this form connect with a valid person and address on the other side.
IF YOU DO NOT AGREE TO THESE THINGS, please DO NOT CONTINUE filling out this form.
Here's a quick rundown of how this will work:
--> Provide some basic information about yourself (name, phone number, etc.)
--> Agree to my financial coaching terms, policies, and procedures (the legal stuff)
--> Fill me in on your reasons for seeking financial coaching
That's it! Please start below by entering an email address that is unique to you (i.e not a shared email address). For couples, each person must complete their own New Client Intake Form.
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Privacy and Confidentiality
Your email address and responses will remain confidential. I will not disclose ANY client information without your written consent, UNLESS disclosure is is required to protect your welfare, the welfare of others, or is required by law. When disclosure is required, only information that is essential is revealed, and you will be informed of such disclosure.
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