HWM DataPlan and Investment Profile Questionnaire
Dear Prospective Clients of Henry Wealth Management, LLC:
The hardest part of developing a financial plan is simply getting started. That’s why we make it easy to take that first step with this questionnaire. It will help us set the baseline for developing a successful game plan to define and achieve your goals. Our clients also find this tool useful in taking stock of their beliefs and situations that they might not normally think about.
Please complete as much of this document as you can and we will use it in our initial meeting. If you think any of the pages are not applicable or unnecessary, just skip them. Some people find it easier to simply attach documents such as recent investment account activity and tax returns instead of filling in fields. That works just as well.
Thank you for taking the time to do this important step and we look forward to meeting with you personally to build from here.
(Comprehensive Fact Gathering Form)
For new clients who have needs limited to investments, or for our existing clients who are looking for a refresher, please fill out the HWM Investor Profile Questionnaire below.
(Three-Page Questionnaire Only)
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For additional assistance with our forms, please contact Tracey Casillo at firstname.lastname@example.org or call (412) 838-0200.