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Initial Consultation Lifestyle and Health History Questionnaire *Note: Complete form and email to lraymond@ou.edu with OF email address OR bring to first appointment. Please do not leave at the Front

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How to fill out initial consultation lifestyle and

01

Begin by gathering necessary information from the client regarding their current lifestyle habits, including diet, exercise, sleep patterns, and overall health.

02

Use a detailed questionnaire or form to collect information about the client's medical history, any existing health conditions, and their goals for improving their lifestyle.

03

Review the information provided by the client and use it to create a personalized plan for addressing any issues and making positive changes.

04

During the consultation, discuss the recommendations and goals with the client, answering any questions they may have and providing guidance on how to implement the plan.

05

Follow up with the client after the initial consultation to track progress, make any necessary adjustments, and provide ongoing support and motivation.

Who needs initial consultation lifestyle and?

01

Individuals who are looking to make positive changes to their lifestyle and improve their overall health and well-being.

02

People who may be struggling with issues such as weight management, stress, or poor dietary habits and are seeking guidance and support in making healthier choices.

03

Anyone who is interested in working with a professional to create a tailored plan for achieving their health and wellness goals.

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What is initial consultation lifestyle and?

Initial consultation lifestyle and is a form that documents an individual's lifestyle and financial information.

Who is required to file initial consultation lifestyle and?

Individuals who are seeking financial advice or planning services are required to file initial consultation lifestyle and.

How to fill out initial consultation lifestyle and?

Initial consultation lifestyle and can be filled out by providing details about income, expenses, assets, liabilities, and financial goals.

What is the purpose of initial consultation lifestyle and?

The purpose of initial consultation lifestyle and is to help financial advisors understand the client's financial situation and goals in order to provide personalized advice.

What information must be reported on initial consultation lifestyle and?

Information such as income, expenses, assets, liabilities, and financial goals must be reported on initial consultation lifestyle and.

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