First Meeting Questionnaire - Financial Service Group

A printable version of this form is available by clicking here

Before arriving for your initial consultation, please fill out this form (one per household). This will help your Financial Service Group team member get a better idea of who you are and what your goals are. The form only takes about ten minutes to fill out. If you prefer you may print out a copy and mail it to our office at 4812 Northwestern Avenue, Mount Pleasant WI 53406.

Name*
Email*
Phone
Mailing Address
Street Address Address Line 2 City State ZIP Code
Date of Birth
Month
Day
Year
What brings you to Financial Service Group?
What are your short (1-5 years) and long term (5+ years) goals?
Where would you like to be in five years and what would you be doing?
What obstacles could prevent you from accomplishing your goals?
Tell me about your family (children, siblings, parents):
What types of estate documents do you have (wills, trusts, powers of attorney)?
What types of insurance do you have (home, auto, excess liability, life, long term care, etc.)?
What are your major assets and current values (retirement plans, mutual funds, bank accounts, home(s), automobile, etc.)?
What debt do you currently have (mortgage, credit card, student loans, etc.)?
Is there anything else you would like us to know about you?
How did you originally hear about Financial Service Group?
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Let’s chat! Reach out today to connect with us.

We understand the apprehension that comes with planning for your future. Our no-commitment, free consultation with our trusted CERTIFIED FINANCIAL PLANNER™ advisors will put you at ease and show you all that Financial Service Group can offer. Contact us today and start planning for your great life.

4812 Northwestern Avenue
Mount Pleasant, Wisconsin 53406
Phone: (262) 554-4500 | Toll-Free: (800) 420-4500
Fax: (262) 554-1907 | Email: info@toyourwealth.com
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CALL US TODAY: 262.554.4500

A printable version of this form is available by clicking here

Let’s chat! Reach out today to connect with us.