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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
Consult QuestionnaireNoble Capital2025-02-10T16:29:35+00:00

Consult Meeting Questionnaire

This Consult Questionnaire is the first step in our journey together. It helps us understand your financial profile, priorities, and concerns while ensuring we align with your goals. Your responses allow us to tailor future discussions and provide an exceptional experience.

Step 1 of 6

16%

Section 1: Personal & Contact Information

Name:(Required)
MM slash DD slash YYYY
Marital Status:(Required)
Do you have a spouse or partner you'd like to include in your financial planning?(Required)
Please provide your spouse or partner's name:(Required)
Do you have dependents?(Required)

Section 2: Financial Profile

Do you currently work with a financial advisor?(Required)
Net Worth:(Required)
Are you an Accredited Investor?(Required)
(Accredited investors typically have a net worth of $1M+ excluding primary residence, or earn $200K+ annually for two consecutive years.)
Primary Sources of Income (Check all that apply):(Required)
Do you own investment real estate?(Required)
Do you currently hold any of the following assets in your portfolio? (Check all that apply)(Required)

Section 3: Financial Preferences & Priorities

What are your top financial priorities? (Select up to 3)(Required)
What is your biggest financial concern?(Required)
Do you currently have a formal financial plan in place?(Required)
What is your current risk tolerance?(Required)

Section 4: Pain Points & Vulnerabilities

Have you experienced financial stress related to any of the following?(Required)
Do you feel confident about your current financial strategy?(Required)
Are there any financial areas where you feel exposed or unprepared?(Required)

Section 5: Suitability & Client Insight

What is your primary financial goal?(Required)
What is your approximate annual income?(Required)
Do you expect your financial situation to change significantly in the next 5 years?(Required)

Section 6: Relationship Building

What qualities are most important to you in a financial advisor? (Select up to 3)(Required)
What prompted you to explore financial planning with Skyline? (Select one)
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.

Create Your Skyline
Success Plan Today!

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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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