Wealth-Building Client Questionnaire

First Name*
Last Name*
Age*
Marital Status*
Number of Dependents (Children/Grandchildren)*
Email
Phone
Cash & Checking Accounts
Savings Accounts
Retirement Accounts (401k, IRA, etc.)
Investment Accounts (Brokerage, Crypto, etc.)
Real Estate (Primary residence + other properties)
Vehicles or Collectibles of Value
Business Ownership/Equity
Other (Precious metals, private investments, etc.)
Mortgage(s)
Student Loans
Credit Card Balances
Auto Loans
Other Debts
Employment Income
Side Hustles/Business Income
Rental Income
Dividends/Interest
Other Sources (Alimony, trust, etc.)
Comments
This field is for validation purposes and should be left unchanged.