Financial Discovery & Assessment Form - CPFS
Financial Discovery & Assement Form - CPFS
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Email *
Section 1: Client Information
Full Name (first and last name): *
Primary Phone Number: *
Address:  *

Section 2: Current Financial Situation

Do you currently have a financial strategy in place *
What are your main financial goals? *
Required
How would you describe your debt-to-income ratio?
Which areas of financial management do you struggle with the most? *
Required
How much did you pay in total taxes last year ? *
Required
Section 3:  Business and Tax Needs
Do you own or co-own a business? *
Do you currently own investment property? (Commercial or Residential) *
Required
Do you expect to receive any capital gains this year or next year ? *
Required
Are you looking for business tax or personal tax services?
Clear selection

Section 4: Credit & Debt

Are you actively working on improving your credit?
Clear selection
Do you need help with debt management or consolidation?
Clear selection
Would you like assistance with lowering monthly bills?
Clear selection
How soon would you like to meet with the "EXPERT"?
Clear selection
Preferred Meeting Format
Section 5:  Marketing
What is your current business growth strategy?  
Do you currently have a marketing budget?  
Clear selection
What marketing challenges are you currently facing?
How did you find us? *
Required
If you answered Referral or Other above, please provide more details.
Thank you so much for completing this form. Upon submission, we will review your form and reach out with next steps. We are excited to work with you!

Certified Platinum Financial Services
Phone: 404-600-2339
Email: info@cpfservices.net
Website: cpfservices.net
Address: 4188 Flat Shoals Pkwy, Decatur, GA 30034


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