Primary Account Holder Name
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First Name
Last Name
Primary Account Holder Email Address
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Primary Account Holder Phone #
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Secondary Account Holder Name
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First Name
Last Name
Secondary Account Holder Email
Secondary Account Holder Phone #
(###)
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Your Bulfinch Contact or Advisor
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What memorable things have happened in the past year?
Is there anything that is incomplete from your financial plan?
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Please Explain:
What topics would you like to discuss at our review meeting?
Other Topic(s):
How would you like to conduct our review meeting?
1. How long will it be before you expect to begin making regular withdrawals from this account?
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2. What percentage of the portfolio's current value do you believe you'll need to withdraw annually once withdrawals begin
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3. Is it likely that a large percentage of the account will be withdrawn in the next 5 years?
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4. Which of the following best summarizes your attitudes regarding investing and inflation?
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5. Future projected income levels are important to understand when assessing risk. How would you describe your future income cash flow?
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6. Which response best represents your view about the following statement? "In my portfolio, I am comfortable with investments that may lose money from time to time, if they offer the potential for higher returns.
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7. If the market were to drop 20% in a short period, your most likely reaction would be:
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8. With respect to volatility, how much volatility are you willing to accept?
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9. Of the 5 hypothetical portfolios of $100,000, and their potential gains and losses over a 1 year period, which portfolio would you invest in?
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10. Your investment objective summarizes the primary purpose of your account. It serves to define how assets should be managed. Select the objective that best fits the purpose of your account.
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Additional Comments & Observations:
