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Eagle Strategies Comprehensive Client Discovery 2019-2025 free printable template

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Comprehensive Client Discovery Table of Contents Discovery Questions General QuestionsData/Facts 2PRINTClient Information23PRINTExpenses 4PRINTAssets25PRINTRetirement6PRINTLiabilities27PRINTProtection8PRINTIncome28PRINTInvestments15PRINTExpenses29PRINTEstate/Legacy18PRINTEducation30PRINTBusiness22PRINTLife
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How to fill out Eagle Strategies Comprehensive Client Discovery

01
Start with personal information: Fill in your name, address, phone number, and email.
02
Provide family details: Include information about your spouse, children, and dependents.
03
List financial goals: Identify short-term and long-term financial objectives.
04
Assess current financial situation: Document assets, liabilities, income sources, and expenses.
05
Evaluate insurance needs: Review existing policies and determine any gaps in coverage.
06
Define investment preferences: Indicate risk tolerance and investment experience.
07
Discuss retirement plans: Outline desired retirement age and expected lifestyle.
08
Review estate planning: Include any wills, trusts, or beneficiaries in your plans.
09
Schedule a follow-up meeting: Set a date to discuss the completed discovery with an advisor.

Who needs Eagle Strategies Comprehensive Client Discovery?

01
Individuals looking to understand their financial situation better.
02
Clients seeking to establish or update financial goals.
03
Families planning for future financial needs and investments.
04
Anyone needing guidance on retirement and estate planning.
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Eagle Strategies Comprehensive Client Discovery is a detailed assessment tool designed to gather extensive information about a client's financial situation, goals, and needs to provide tailored financial advice.
Financial advisors and professionals who are engaging with clients for comprehensive financial planning services are required to file the Eagle Strategies Comprehensive Client Discovery.
To fill out the Eagle Strategies Comprehensive Client Discovery, clients should provide detailed and accurate information regarding their financial status, investment preferences, personal goals, and any other relevant financial data as prompted in the discovery form.
The purpose of Eagle Strategies Comprehensive Client Discovery is to ensure that financial advisors have a thorough understanding of their clients' circumstances, which enables them to create customized financial strategies and solutions.
The information that must be reported includes personal details, financial assets, liabilities, income sources, investment objectives, risk tolerance, and any specific goals or concerns the client has regarding their financial future.
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