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Discovery

  • Base Information

  • Date Format: MM slash DD slash YYYY
  • Cash Flows, Income and Taxation

  • EventProjected DateAmount 
  • EventProjected DateAmount 
  • Assets and Liabilities

  • Value ($)Cost Basis: ($)Owed: ($) 
  • Value ($)Cost Basis: ($)Owed: ($) 
  • Value ($)Cost Basis: ($)Owed: ($) 
  • Registration Type (IRA, etc.)OwnerValue 
  • *Please provide statements of outside custodial accounts and investments assets for a review of holding and appropriateness.
  • Investment History

  • Tolerance Levels

    1
    2
    3
    4
    5
    6
    7
    8
    9
    10
    Most Conservative
    Balanced
    Most Aggressive
  • Risk Management

  • Type (Term, etc.)OwnerCash Value: ($)Death Benefit: ($)Beneficiary: 
  • Type (Umbrella, etc.)OwnerCoverage Amount: ($)Annual Premium: ($) 
  • Type (LTC, Disability, etc.):OwnerBenefit Amount: ($)Annual Premium: ($) 
  • Goals

  • Adviser’s Assessment

  • Note: Not all fields must be completed for an accurate assessment. But the more information we can collect, the better we can serve you.