CONFIDENTIAL WEALTH MANAGEMENT QUESTIONNAIRE

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This document is designed to make sure we fully understand your financial situation. For your convenience and accuracy, we suggest you answer the questions by attaching a copy of the actual documents or statements whenever possible. Providing tax returns, asset accounts, insurance policies, wills and trust agreements is recommended.

What areas are you concerned about? Rank your concerns (1 = Highest, 10 = Lowest)

What is your level of experience or knowledge regarding your finances?

Client 1
Client 2

What is your overall investment attitude?

Client 1
Client 2
What is your approximate annual income?
What is your approximate net worth?