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Financial Planning for Retirement Insights
Find Your Risk Number
Financial Planning for Retirement Insights
Find Your Risk Number
Client Login
Client Login
Schedule A Call
Financial Planning for Retirement Insights
Find Your Risk Number
Financial Planning for Retirement Insights
Find Your Risk Number
Client Login
Client Login
Schedule A Call
Discovery Form
Introductory Questionnaire
Please complete this questionnaire to ensure our discovery call is as productive as possible.
Please describe your primary financial concerns (i.e. Why are you seeking financial planning advice?).
What are you looking for in an advisor? What would a good relationship look like?
How did you hear about JGR Financial Solutions?
Client #1 Name
Client #1 Address
Client #1 City
Client #1 State
Client #1 Zip Code
Client #1 Preferred Phone Number
Client #1 Preferred Email Address
Client #1 Date Of Birth
Client #1 Marital Status
Single
Married
Divorced
Widowed
Separated
Client #1 Preferred Method Of Contact
Phone
Email
Is Client #1 Currently Employed?
Yes
No
Client #1 Employer (Type "Retired" if retired)
Client #1 Job Title
Does Client #1 Anticipate A Change In Employment Situation? (If yes, please briefly explain in the following notes section)
Yes
No
Notes
Is Client #1 A U.S. Citizen? (If no, please indicate citizenship in the following notes section)
Yes
No
Notes
Does Client #1 Have A History Of Divorce, Bankruptcy, Or Lawsuits? (If yes, please briefly explain in the following notes section)
Yes
No
Notes
Client #2 Name
Client #2 Address
Client #2 City
Client #2 State
Client #2 Zip Code
Client #2 Preferred Phone Number
Client #2 Preferred Email Address
Client #2 Date Of Birth
Client #2 Marital Status
Single
Married
Divorced
Widowed
Separated
Client #2 Preferred Method Of Contact
Phone
Email
Is Client #2 Currently Employed?
Yes
No
Client #2 Employer (Type "Retired" if retired)
Client #2 Job Title
Does Client #2 Anticipate A Change In Employment Situation? (If yes, please briefly explain in the following notes section)
Yes
No
Notes
Is Client #2 A U.S. Citizen? (If no, please indicate citizenship in the following notes section)
Yes
No
Notes
Does Client #2 Have A History Of Divorce, Bankruptcy, Or Lawsuits? (If yes, please briefly explain in the following notes section)
Yes
No
Notes
Dependents (Please include name(s), age(s), and relationship)
Client #1 Annual Base Salary Or Estimated Hourly Wages
Client #1 Annual Bonus and/or Commissions
Client #2 Annual Base Salary Or Estimated Hourly Wages
Client #2 Annual Bonus and/or Commissions
Other Annual Income (Please briefly explain. Examples include alimony, child support, rental income, trust income, etc)
Cash/CDs/Money Market (Approximate total value)
Retirement Accounts (Approximate total value of IRA, 401k, 403b accounts)
Annuities (Approximate total value)
Other Investment Accounts (Approximate total value of taxable brokerage investment accounts - e.g. Trust, individually or jointly owned accounts, etc)
Primary Home (Estimate of current market value)
Other Real Estate (Approximate total value of vacation homes, rental properties, etc)
Other Assets (Approximate total value)
Additional Notes About Assets
Mortgage On Primary Home (Outstanding Principal)
Other Real Estate Liabilities (Outstanding Principal - e.g. HELOC, mortgage on second property, etc)
Auto Loans (Outstanding Principal)
Student Loans (Outstanding Principal)
Credit Cards (Outstanding Principal - Only include balances not paid in full each month)
Other Liabilities (Outstanding Principal - e.g. Personal loans)
Additional Notes About Liabilities
Additional Information You'd Like Me To Know Ahead Of Our Discovery Call
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