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  • Our Team
  • Who We Help
  • Contact Us

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.

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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)

CONTACT US

Phone: (512) 952-5555
Email: family@skylinewealth.com
Monday – Friday 9PM-5PM

OUR LOCATION

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