PRELIMINARY QUESTIONS
We ask that you complete the questions below in order to set up an introductory, complimentary conversation. The questions help you identify goals and help us put together an accurate proposal for you. Plan on about 10 - 15 minutes to complete the questions.
Email address *
I have reviewed the BWM Compliance Folder (includes ADV). If not please review the introductory email with the folder before completing this form. Follow this link: https://goo.gl/YVc1ph *
Required
Your Name (Last, First) *
Your answer
Your age *
Your answer
Street address (FYI-we do not share your info with any marketing lists or outside parties) *
Your answer
City *
Your answer
State *
Your answer
Zip code *
Your answer
Are you married? *
If yes, spouse's name:
Your answer
Spouse's age:
Your answer
Do you have children? *
If yes above, do you (or your spouse) have any children from previous marriages?
How did you hear about us, and/or find us? *
Your answer
BASICS
Do you know what you spend on a monthly basis? *
Do you have personal debt other than a mortgage? *
What are your primary financial planning goals/objective (check all that apply): *
Required
Other Goals - Please share any additional information related to your goals or areas where you are hoping we can assist.
Your answer
COMPANY BENEFITS
Do you or a spouse have any of the following types of benefit plans (check all that apply):
REAL ESTATE/MORTGAGES
Do you own a home? *
Do you have a mortgage? *
Do you own any rental properties? *
INVESTMENTS
When you add up values for all savings, investments, and retirement accounts you have approximately: *
Which types of investments do you own (check all that apply)?
What is your primary investment objective? *
Have you ever worked with a financial advisor? *
Are you looking for a firm to manage your investments? *
INSURANCE
Do you own any cash-value life insurance? *
Do you have long term care insurance? *
Do you have disability insurance? *
Do you need help determining what types of insurance you should own? *
RETIREMENT READINESS
Please check off which types of retirement accounts you (and/or your spouse) have (check all that apply):
Have you started Social Security benefits? *
Are you a military veteran?
Have you ever worked for the federal or state government, or worked overseas?
Do you need to decide how or when to take a pension (lump sum vs annuity for example)?
ESTATE PLANNING
Do you have any of the following? *
Required
Is leaving assets to an heir or charity an important goal? *
LIFE TRANSITION
Have you recently experienced a (check all that apply):
TAX PLANNING
Are you self-employed? *
Do you prepare your own income tax return? *
Please share anything else you think we need to know at this point:
Your answer
Phone Number - what is the best number to use to touch base regarding scheduling options? *
Your answer
A copy of your responses will be emailed to the address you provided.
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