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REF ConsultingEXPERIENCEINTEGRITYRESULTSA Different Approach To Practice ManagementPreliminary Confidential Client Questionnaire This and all future communications will be kept confidential.(Please

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How to fill out preliminary client questionnairepages

01

Start by downloading the preliminary client questionnaire from our website.

02

Begin by filling out the general information section, which includes fields for the client's name, contact information, and any other relevant details.

03

Move on to the next section, which focuses on the client's background and experience. Provide as much information as possible to help us understand the client's situation better.

04

The questionnaire also includes a section for the client's goals and objectives. Here, the client can outline what they hope to achieve through our services.

05

Complete the financial information section, which requires details about the client's assets, liabilities, income, and expenses.

06

Answer the risk tolerance and investment preferences section, as this information is crucial for developing an appropriate investment strategy.

07

Finally, review the completed questionnaire, ensuring all information is accurate and complete. If any sections are missing or require additional explanation, please provide the necessary details.

08

Submit the filled-out preliminary client questionnaire to our office either in person or by email.

09

After receiving the questionnaire, our team will review the provided information and use it to develop a suitable financial plan for the client.

Who needs preliminary client questionnairepages?

01

Anyone who is considering seeking financial advice or services can benefit from filling out the preliminary client questionnaire. This questionnaire allows us to gather essential information about the client's financial situation, goals, and risk tolerance. It helps us understand their needs better and provides a foundation for developing a customized financial plan. Whether an individual, couple, or business entity, anyone who wants to make informed financial decisions can benefit from completing this questionnaire.

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