Client Questionnaire


Please take a few minutes to fill in the data below (estimates are fine).

Privacy is important. Your information will never be shared.

Today's Date *
Today's Date
Name *
Name
$
$
Spouse's Name
Spouse's Name
Include stocks, bonds, mutual funds, EFTs, etc.
$
$
$
$
or other real estate
$
$
Mortgage, student loans, credit card, auto loan, other
$
estimate if known (or we can provide)
$
$
$
For example: retirement goals, spending in retirement, etc.
Do You Have...
select all that apply

Have any questions or need help?
Email support: cthwaites@BandJAdvisors.com