Client Information Review

As part of our ongoing work with clients, we seek to always maintain up to date records. Please review the client information sheet we emailed you and complete the form below to help us update the information we have on file for you.

It will be helpful to know the following:

Annual salary/compensation information
Total values of assets (approximate)
Total values of liabilities (approximate)
Ongoing expenses and any special significant expenses
Investment Experience

Name

First Name

Last Name

Name of Spouse

First Name

Last Name

Current Occupation & Employer

Spouse Occupation & Employer

Household Net Worth

Combined total assets (including non-investment assets like bank accounts and value of real estate) minus total liabilities (including debts like mortgages, car loans, etc.)

Household Liquid Net Worth

Subtract non-liquid assets (i.e. value of your home) from the figure above

Household Annual Income (Gross/Pre-Tax)

Please enter or estimate your combined annual household taxable income (before tax) from all sources

Estimated Annual Expenses

Estimated Special Expenses (if any)

These are expenses that are significant in nature (i.e. greater than $5,000) and outside of normal recurring household expenses

Timeframe for Special Expenses

Investment Experience

Select all of the types of accounts that you have investment experience with

Managed Accounts

Employer Sponsored Plan (401k, 403b, PERS, etc.)

Mutual Funds

Stocks

Bonds

Annuities

Options

Alternative Investments

Other

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