consultquestionnaire – Skyline Wealth Strategies

Step 1 of 6

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Company

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Section 1: Personal & Contact Information

Name:(Required)

First Last

Date of Birth:(Required)

MM slash DD slash YYYY

Email:(Required)

Phone:(Required)

Marital Status:(Required)

Single

Married

Widowed

Divorced

Do you have a spouse or partner you'd like to include in your financial planning?(Required)

Yes

Please provide your spouse or partner's name:(Required)

First Last

Do you have dependents?(Required)

Yes

Please explain your answer.(Required)

Section 2: Financial Profile

Do you currently work with a financial advisor?(Required)

Yes

Please explain your answer.(Required)

Net Worth:(Required)

Below $1 million

$1 million - $5 million

$5 million - $10 million

Above $10 million

Are you an Accredited Investor?(Required)

Yes

Unsure

(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)

Employment/Business Income

Retirement Income

Rental Property Income

Investments/Dividends

Social Security

Other

Please explain your answer.(Required)

Do you own investment real estate?(Required)

Yes

Do you currently hold any of the following assets in your portfolio? (Check all that apply)(Required)

Annuities and Life Insurance

Public Markets (stocks, bonds, mutual funds)

Alternative Investments (real estate, private equity, etc.)

Cash/Other Liquid Assets

Section 3: Financial Preferences & Priorities

What are your top financial priorities? (Select up to 3)(Required)

Generating retirement income

Reducing taxes

Preserving wealth

Growing wealth

Protecting assets from market volatility

Creating a legacy/estate planning

Other

Please explain your answer.(Required)

What is your biggest financial concern?(Required)

Outliving my savings

Managing taxes in retirement

Leaving enough for my family

Exposure to market risk

Lack of a clear plan

Other

Please explain your answer.(Required)

Do you currently have a formal financial plan in place?(Required)

Yes

What is your current risk tolerance?(Required)

Conservative (low risk)

Moderate

Aggressive (high risk)

Section 4: Pain Points & Vulnerabilities

Have you experienced financial stress related to any of the following?(Required)

Market downturns

Income planning

Unexpected medical expenses

Tax burdens

Lack of liquidity

Other

Please explain your answer.(Required)

Do you feel confident about your current financial strategy?(Required)

Yes

Please explain your answer.(Required)

Are there any financial areas where you feel exposed or unprepared?(Required)

Yes

Please explain your answer.(Required)

Section 5: Suitability & Client Insight

What is your primary financial goal?(Required)

Income generation

Growth

Preservation

Other

Please explain your answer.(Required)

What is your approximate annual income?(Required)

Below $100,000

$100,000 - $250,000

Above $250,000

Do you expect your financial situation to change significantly in the next 5 years?(Required)

Yes

Please explain your answer.(Required)

Section 6: Relationship Building

What qualities are most important to you in a financial advisor? (Select up to 3)(Required)

Transparency

Responsiveness

Strategic Planning

Proactive Communication

Other

Please explain your answer.(Required)

What prompted you to explore financial planning with Skyline? (Select one)

Referral from a friend

Preparing for retirement

Dissatisfaction with current advisor

Other

Please explain your answer.(Required)

What do you hope to achieve by working with us?(Required)

Consult Meeting Questionnaire

Section 1: Personal & Contact Information

Section 2: Financial Profile

Section 3: Financial Preferences & Priorities

Section 4: Pain Points & Vulnerabilities

Section 5: Suitability & Client Insight

Section 6: Relationship Building