APRIEM ADVISORS

Financial Planning Questionnaire

A clear picture today means a stronger plan tomorrow.

This form covers a lot of detail, so take your time. You can scroll to the bottom at any point and select Save and Resume Later and we’ll email you a secure link so you can pick up right where you left off.

PERSONAL INFORMATION
Legal Name
Marital Status
How many children do you have?
Your employment status:
What are your financial priorities?
INCOME
Do you and/or your spouse receive a yearly bonus(es)?:
Example: Declared age and gross monthly benefit – John – 62 – $1,500
Example: Pension – monthly gross amount, annuity – monthly gross amount, rental property – monthly gross amount, or disability – monthly gross amount.
LIVING EXPENSES
Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.
PLEASE NOTE THAT THIS EXPENSE FORM WILL NOT SAVE YOUR PROGRESS SO WE KINDLY ASK THAT YOU DO NOT COMPLETE UNTIL YOU ARE PREPARED TO COMPLETE THE ENTIRE FINANCIAL PLANNING QUESTIONNAIRE.
NON-RETIREMENT
Do you have any non-retirement accounts?
Do you have any non-retirement savings (Ex: savings or checking account)?
RETIREMENT
Please select all the retirement account types you have:
Do you contribute to employee retirement account(s)?
Does your employer contribute to your employee retirement account(s)?
REAL ESTATE & LIFE INSURANCE
Do you own real estate?
Do you and/or your spouse have life insurance?
How did you hear about Apriem Advisors?
Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.
Consent
Save and Resume Later