initial client questionnaire Primary Account Holder Name * First Name Last Name Secondary Account Holder Name First Name Last Name Email Address * Your Bulfinch Contact or Advisor * Who do you look to for financial guidance? * What are your expectations of us? * What is the greatest financial decision you ever made? What groups or charities do you support? What do you enjoy doing in your free time? If we were meeting three years from now, what would have to happen by then for you to be satisfied with your progress? * Assets * I feel comfortable with the balances of my short term savings accounts (Savings accounts, CD's, etc.): Strongly Disagree Disagree Neutral Agree Strongly Agree I have set up an automatic savings plan: Strongly Disagree Disagree Neutral Agree Strongly Agree I believe I will have a real estate transaction in the next two years: Strongly Disagree Disagree Neutral Agree Strongly Agree I am interested in learning about other savings strategies other than my employer's retirement plan: Strongly Disagree Disagree Neutral Agree Strongly Agree Liabilities * I am stressed by the amount of short/mid term debt that I have: Strongly Disagree Disagree Neutral Agree Strongly Agree I worry that I pay too much in taxes: Strongly Disagree Disagree Neutral Agree Strongly Agree I feel my mortgage needs to be reviewed: Strongly Disagree Disagree Neutral Agree Strongly Agree Protection * I am confident that my finances would remain strong if I were too hurt or sick to work: Strongly Disagree Disagree Neutral Agree Strongly Agree My legal documents (Wills, POA, Trusts, Health Care Proxy) are completed and up to date: Strongly Disagree Disagree Neutral Agree Strongly Agree I am confident that I have the right amount of life insurance for me and my family: Strongly Disagree Disagree Neutral Agree Strongly Agree Assets * I believe I have the right asset allocation for my financial needs/goals: Strongly Disagree Disagree Neutral Agree Strongly Agree I am interested in learning about other savings/investment strategies other than my company's retirement plan: Strongly Disagree Disagree Neutral Agree Strongly Agree I know the amount of income my assets will be able to generate in retirement: Strongly Disagree Disagree Neutral Agree Strongly Agree Thank you for completing the Initial Client Questionnaire. We are reviewing your answers and are looking forward to meeting with you. Please be sure to send/bring the following items:1) Copies of insurance policies (Auto, home, life, disability, etc).2) A recent pay stub.3) Bank Account Statements.4) Investment/Retirement Account Statements5) Debt Statements (Student loans, mortgage, credit card, etc.).
