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    • (512) 952-5555
  • About Us
    • Our Legacy
      • Our Team
    • FAQs
    • Strategic Partnerships
  • Family Office
    • Wealth Management
    • Retirement Planning
    • Tax Planning
    • Private Equity
    • Estate/Legacy Planning
  • Our Families
    • Founders
    • Business Owners
    • Accredited Investors
    • Retirees
  • Events
    • Seminars
    • Webinars
  • Education
    • Read Our Blog
    • Books & Useful Guides
  • Contact
    • OFFICES
    • (512) 952-5555
Alignment Meeting QuestionnaireNoah Newman2025-03-07T20:03:36+00:00

Alignment Meeting Questionnaire

The Alignment Meeting is designed to ensure your financial strategy stays in sync with any changes in your life, goals, or priorities. Whether initiated by you or identified by our team, this meeting allows us to proactively adjust your financial plan to keep you on track. As part of this process, we may ask you to provide updated financial documents, such as recent account statements, income changes, insurance updates, or estate planning revisions, to ensure we have the most accurate picture of your current situation.

Step 1 of 5

20%

Section 1: Personal Information

Name(Required)
MM slash DD slash YYYY
Preferred Contact Method(Required)

Section 2: Alignment Updates, Goals, and Objectives

Have there been any significant changes in your personal life over the past year? (please select all that apply)(Required)
Are there new financial objectives you’d like to discuss?(Required)
Has your risk tolerance changed over the past year?(Required)
Are you satisfied with your portfolio’s performance?(Required)
Do you have concerns about specific investments or asset classes?(Required)
Service and Communication(Required)
Is the frequency of our communications meeting your needs?(Required)
Do you have any suggestions for improving our services?(Required)
Are there financial topics you’d like to learn more about? (please select all that apply)(Required)
What is your preferred learning format?(Required)
Would you consider referring our services to others?(Required)
Do you know someone who could benefit from our services?(Required)
May we contact them?(Required)

Section 3: Strategy Items - Planning, Review, and Updates

Please review the Strategy Items below and check any you would like to discuss or update during the meeting:
Portfolio & Income Updates and Optimization Plan:
Required Minimum Distribution (RMD): (Age 73 and Up)
Tax Strategy
Annuities:
Life Insurance:
Noble Capital Alternative Investments:
Investment Real Estate:
Professionally Managed Accounts (via Skyline Partner):
Professional Introductions (via Skyline Partners):
Other Planning Topics:

Section 4: Service Items - Service, Settings, Portal, Requests

Please review the Service Items below and select any items you would like to discuss or update during the meeting.
Skyline Client Portal:
Notifications & Communications:
Annual Service Planner:
Client Profile:
Beneficiary Designations:
Banking & Deposit Accounts:
Service Portals:
Annuity Services:
Life Insurance Services:
Noble Capital Services:

Section 5: Additional Notes & Questions

Do you have any additional agenda items you would like to include?(Required)
This field is for validation purposes and should be left unchanged.

Create Your Skyline
Success Plan Today!

CONTACT US

Our Office:

9050 N Capital of Texas Hwy,
Bldg. 3 Suite 260
Austin, TX 78759 

(512) 952-5555
Click To Email

Home | About | Our Team| FAQs | Services | Strategic Partnerships |Seminars | Webinars | Blogs | Guides | Contact

© Skyline Wealth Strategies, LLC | Terms of Use | Privacy Policy | Powered by: LoneBeacon.com

The content presented is provided for information purposes only and is not intended to serve as the basis for financial decisions. Skyline Wealth Strategies is an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. Our firm does not offer tax, legal, or investment advice, and no information we provide may be construed as tax, legal or investment advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. All investments involve risk. Risk related to all securities and investment products can never be eliminated.  Skyline Wealth Strategies is not licensed to offer advice on securities and as such, no securities investment advice should be construed from this material.  Skyline Wealth Strategies is not affiliated with the US government or any governmental agency; we provide you with information but not guidance or advice related to Social Security benefits. Skyline Wealth Strategies, LLC is a wholly owned subsidiary of Noble Capital Group, LLC.

© Skyline Wealth Strategies, LLC | Terms of Use | Privacy Policy | Powered by: LoneBeacon.com

The content presented is provided for information purposes only and is not intended to serve as the basis for financial decisions. Skyline Wealth Strategies is an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. Our firm does not offer tax, legal, or investment advice, and no information we provide may be construed as tax, legal or investment advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. All investments involve risk. Risk related to all securities and investment products can never be eliminated.  Skyline Wealth Strategies is not licensed to offer advice on securities and as such, no securities investment advice should be construed from this material.  Skyline Wealth Strategies is not affiliated with the US government or any governmental agency; we provide you with information but not guidance or advice related to Social Security benefits. Skyline Wealth Strategies, LLC is a wholly owned subsidiary of Noble Capital Group, LLC.

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CONTACT US

Our Office:

9050 N Capital of Texas Hwy,
Bldg. 3 Suite 180
Austin, TX 78759 

(512) 952-5555
Click To Email

Home | About | Our Team| FAQs | Services | Strategic Partnerships |Seminars | Webinars | Blogs | Guides | Contact

© Skyline Wealth Strategies, LLC | Terms of Use | Privacy Policy | Powered by: LoneBeacon.com

The content presented is provided for information purposes only and is not intended to serve as the basis for financial decisions. Skyline Wealth Strategies is an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. Our firm does not offer tax, legal, or investment advice, and no information we provide may be construed as tax, legal or investment advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. All investments involve risk. Risk related to all securities and investment products can never be eliminated.  Skyline Wealth Strategies is not licensed to offer advice on securities and as such, no securities investment advice should be construed from this material.  Skyline Wealth Strategies is not affiliated with the US government or any governmental agency; we provide you with information but not guidance or advice related to Social Security benefits. Skyline Wealth Strategies, LLC is a wholly owned subsidiary of Noble Capital Group, LLC. In the future, and upon proper registration with the Texas Securities Department and/or Securities and Exchange Commission, investment advice, including the wealth management services referenced on our page, may be rendered by Skyline Wealth Management, LLC., a wholly owned subsidiary of Skyline Wealth Strategies. Until such time when Skyline Wealth Management, LLC becomes properly registered as a Registered Investment Advisor, neither Skyline Wealth Strategies nor Skyline Wealth Management will provide clients any investment advice or guidance as defined by the Investment Advisors Act of 1940 or Texas Securities Act (2017).

© Skyline Wealth Strategies, LLC | Terms of Use | Privacy Policy | Powered by: LoneBeacon.com

The content presented is provided for information purposes only and is not intended to serve as the basis for financial decisions. Skyline Wealth Strategies is an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. Our firm does not offer tax, legal, or investment advice, and no information we provide may be construed as tax, legal or investment advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation. All investments involve risk. Risk related to all securities and investment products can never be eliminated.  Skyline Wealth Strategies is not licensed to offer advice on securities and as such, no securities investment advice should be construed from this material.  Skyline Wealth Strategies is not affiliated with the US government or any governmental agency; we provide you with information but not guidance or advice related to Social Security benefits. Skyline Wealth Strategies, LLC is a wholly owned subsidiary of Noble Capital Group, LLC.

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