New Client Questionnaire
Are you interested in becoming a FI-nancial Planner client? I'd love to learn more about you before scheduling an introductory call, as it will help us be more efficient in digging into the questions and topics you really care about! But first, a little about working together:
FI-nancial Planner offers comprehensive financial planning, investment management, and tax planning services. The fee is based on the complexity of your situation starting at the amounts below.
Financial Planning - $1,000 initial fee plus ongoing monthly retainer starting at $500
Tax Preparation - based on the complexity of your tax returns
Investment Management - 0.5% on balances above $250,000 (first $250,000 is included free of charge)
Typical situations that lead to a fee above the minimum include: self-employment or business ownership, rental properties, substantial investment assets, stock options, RSUs, marriage and/or children.
The questionnaire below will help me learn more about you---where you are in terms of location, life plans, and your financial picture. This information allows us to be more productive on our initial call, so that you can come away with a few immediate recommendations and a clear picture of what we would accomplish together! It's okay if you don't have all the answers; fill in what you can and we can work on getting organized together later.
Once I receive your questionnaire, I will reach out within 3 business days to follow up with next steps.
Thank you!
* Required
Email address
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Your email
First and Last Name
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Your answer
Email Address
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Your answer
Spouse/Partner's Name (if applicable)
Your answer
Spouse/Partner's email
Your answer
How did you hear about FI-nancial Planner?
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Your answer
Where do you live?
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Your answer
Your age and ages of other members of your household:
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Your answer
Your occupation and current income
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Your answer
Spouse/partner's occupation and current income
Your answer
Estimated monthly expenses (excluding mortgage or other debt)
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Your answer
Estimated cash balances
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Your answer
Estimated retirement savings (401k, IRA, TSP, etc.)
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Your answer
Estimated non-retirement savings (other than above)
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Your answer
Do you have any of the following? (check all that apply)
Stock Options
RSUs
Deferred Compensation
Estimated Debt (Please include type such as student loans, car loans, mortgage, credit cards etc.)
Your answer
Real estate (check all that apply)
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Rent primary residence
Own primary residence
Own a rental property
Own multiple rental properties
Required
When do you hope to be financially independent (to retire or pursue other endeavors) and what does that look like for you?
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Your answer
What type of relationship are you interested in? (check al that apply)
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Ongoing Financial Planning
Tax Preparation
Investment Management
Required
What topics are you most interested in for a long term financial planning relationship?
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Your answer
What is the most urgent reason for reaching out today?
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Your answer
Anything else I should know ahead of our call? (Any important life details, fun or interesting facts about you?)
Your answer
A copy of your responses will be emailed to the address you provided.
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