HWM DataPlan & Investment Profile Questionnaire

Dear Prospective Clients of Henry Wealth Management, LLC:

Creating a successful financial future may be likened to the design, construction, and
conservation of an architectural masterpiece. At Henry Wealth Management, LLC, we assist our clients as their Architects for Wealth.

The first step in developing a financial plan is the discovery process. To that end, we need a “snapshot” of your present financial condition along with having you “paint a picture” of where you’d like to be in the future. The HWM DataPlan is designed to help you in preparing needed factual information, while stimulating your thinking in terms of your long-range goals.

Completing as much of this document as possible and having it available at our initial meeting will greatly assist in this discovery process.

Please note however, that if you deem any pages in this kit as not applicable or not necessary, feel free to disregard them. In addition, rather than listing detailed financial figures, feel free to simply attach items such as recent investment account and net worth statements, tax returns, and estate planning documents.

We look forward to meeting with you to mutually determine if Henry Wealth Management, LLC is the right Architect for Wealth for you!