Initial Consultation Questionnaire
1.
First Name:
2.
Last Name:
3.
Email:
4.
Phone Number:
5.
What is your current employment status?
6.
What is your annual income?
7.
What is your monthly rent/mortgage payment?
8.
Do you have any dependents? If so, how many?
9.
What is your total credit card debt?
10.
Do you have any outstanding student loans?
11.
What is your current retirement account balance?
12.
Do you own a car? If so, do you have an auto loan?
13.
What is your average monthly spending on groceries?
14.
Do you have any other outstanding debts or liabilities?
15.
Do you currently have any investments? If so, what types?
16.
Are you currently saving for any future expenses? If so, what are
they?
17.
Do you have any health insurance coverage? If so, what type?
18.
Do you have any life insurance coverage? If so, what type?
19.
Do you have any other insurance policies (e.g. home insurance,
disability insurance)?
20.
Do you have any outstanding legal or tax issues that may affect your
finances?
21.
Do you receive any government benefits (e.g. social security,
disability)?
22.
Have you ever filed for bankruptcy or had any other significant
financial issues?
23.
Are you currently investing in any real estate properties?
24.
What are your short-term and long-term financial goals?
Current Progress,
0 of 24 answered
