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FINANCIAL PLANNING QUESTIONNAIRE Prepared For: Prepared By: Matthew W. Davis FINANCIAL MANAGEMENT, INC. 4901 W. 136th Street Leawood, KS 66224 PHONE (913) 890-7279 FAX (913) 890-7280 E-Mail: Matt
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Check if any specific instructions or guidelines are given regarding how to answer each question. It may be helpful to review any accompanying materials or explanations.
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Respond to each question with honesty and accuracy. Provide as much detail as possible to ensure a comprehensive understanding of your needs or preferences. If certain questions are not applicable to you, indicate this clearly.
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If there are any sections that require additional documentation or evidence, ensure you gather and submit the necessary supporting materials. This may include financial statements, identification documents, or any other relevant paperwork.
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Review your answers once you have completed the questionnaire. Double-check for any errors or inconsistencies. It's important to ensure that your responses are clear and coherent.
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Submit the questionnaire according to the given instructions. This may involve mailing it, scanning and emailing it, or submitting it through an online platform. Follow the specified deadlines to ensure your questionnaire is received on time.
Who needs client questionnaire - davis:
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Individuals or businesses seeking professional services from Davis, such as consulting, legal advice, financial planning, or any other specialized service.
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Prospective clients who wish to provide detailed information about their needs, preferences, or background to Davis. The questionnaire helps Davis better understand the client's situation and requirements.
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Existing clients who may be asked to fill out a new client questionnaire as part of the ongoing relationship with Davis. This helps Davis stay updated on any changes in the client's circumstances or needs, ensuring they can continue providing tailored and relevant services.
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What is client questionnaire - davis?
Client questionnaire - davis is a form used to gather relevant information about a client's financial situation, goals, and risk tolerance.
Who is required to file client questionnaire - davis?
All clients of davis are required to fill out and submit the client questionnaire.
How to fill out client questionnaire - davis?
Clients can fill out the questionnaire online through the davis platform or request a physical copy from their financial advisor.
What is the purpose of client questionnaire - davis?
The purpose of the client questionnaire is to help davis understand the client's financial needs and goals in order to provide appropriate financial advice.
What information must be reported on client questionnaire - davis?
Clients must report their financial assets, income, expenses, investment objectives, and risk tolerance on the questionnaire.
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