Financial Planning Consultation Form | Georgia Financial Advisors

Consultation Date

Marital Status

Married
Widowed
Single
Divorced

If Divorced, Date of Divorce:

If Widowed, Date of Death:

Client One Information:

Client One: Name*

First Last

Client One: Email*

Client One: Home Phone*

Client One: Cell Phone*

Client One: Date of Birth*

Client One: U.S. Citizen?

Yes
No

Client One: U.S. Veteran?

Yes
No

Client One: Years of Military Service

Client Two Information:

Client Two: Name

First Last

Client Two: Email

Client Two: Home Phone

Client Two: Cell Phone

Client Two: Date of Birth

Client Two: U.S. Citizen?

Yes
No

Client Two: U.S. Veteran?

Yes
No

Client Two: Years of Military Service

Address:

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Children:

Child One: Name

First Last

Child One: Date of Birth

Child One: Sex

Male
Female

Parents of Child One

Client One
Client Two
Both

Status of Child One

Living
Deceased
Special Needs

Child One: Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Child One: Phone

Child One: Email

Child One: Number of Children (Your Grandchildren)

Child Two: Name

First Last

Child Two: Date of Birth

Child Two: Sex

Male
Female

Parents of Child Two

Client One
Client Two
Both

Status of Child Two

Living
Deceased
Special Needs

Child Two: Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Child Two: Phone

Child Two: Email

Child Two: Number of Children (Your Grandchildren)

Child Three: Name

First Last

Child Three: Date of Birth

Child Three: Sex

Male
Female

Parents of Child Three

Client One
Client Two
Both

Status of Child Three

Living
Deceased
Special Needs

Child Three: Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Child Three: Phone

Child Three: Email

Child Three: Number of Children (Your Grandchildren)

Child Four: Name

First Last

Child Four: Date of Birth

Child Four: Sex

Male
Female

Parents of Child Four

Client One
Client Two
Both

Status of Child Four

Living
Deceased
Special Needs

Child Four: Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Child Four: Phone

Child Four: Email

Child Four: Number of Children (Your Grandchildren)

Child Five: Name

First Last

Child Five: Date of Birth

Child Five: Sex

Male
Female

Parents of Child Five

Client One
Client Two
Both

Status of Child Five

Living
Deceased
Special Needs

Child Five: Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Child Five: Phone

Child Five: Email

Child Five: Number of Children (Your Grandchildren)

Child Six: Name

First Last

Child Six: Date of Birth

Child Six: Sex

Male
Female

Parents of Child Six

Client One
Client Two
Both

Status of Child Six

Living
Deceased
Special Needs

Child Six: Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Child Six: Phone

Child Six: Email

Child Six: Number of Children (Your Grandchildren)

Financial Information:

Financial Advisor: Name

First Last

Financial Advisor: Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Financial Advisor: Phone

Financial Advisor: Email

Accountant/ Tax Preparer: Name

First Last

Accountant/ Tax Preparer: Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Accountant/ Tax Preparer: Phone

Accountant/ Tax Preparer: Email

Check all types of assets in your portfolio:

Real Estate
IRA/Retirement Plans
Partnerships
Stocks, Bonds, Mutual Funds
Life Insurance
Cash Accounts (checking, savings, CDs etc.)

Check all that apply

Approximate gross value of my net worth:

Goals

Please list any financial and estate planning goals and objectives that you wish to achieve (i.e. staying in control of your affairs, selecting your personal representatives, ensuring that your estate is distributed according to your wishes, saving money on estate taxes, not running out of money, etc.)

Financial Planning Consultation – Information Form

Financial Planning Consultation

Please complete this client information form prior to your initial Financial Planning Consultation.

Initial Consultation Form

Client One Information:

Client Two Information:

Address:

Children:

Financial Information: