Information Questionnaire Personal InformationFull Name Date of Birth MM slash DD slash YYYY Email PhoneAddress Financial GoalsWhat are your primary financial goals? Retirement Education Funding Wealth Accumulation Are there specific short or long term financial objectives you’d like to achieve? Risk ToleranceOn a scale of 1 to 10 (1 being very conservative and 10 being very aggressive), how would you rate your risk tolerance? Are you comfortable with the possibility of investment value fluctuations in pursuit of potential higher returns? Investment ExperienceBriefly describe your past investment experience (e.g., stocks, bonds, real estate). Have you worked with a financial advisor or portfolio management company before? If yes, please provide details. Time HorizonHow long do you plan to keep your investments before needing to access them? Do you have specific near-term liquidity needs? Current Financial SituationWhat is your current income level?Up to 50,00050,001 - 100,000100,001 - 200,000200,001 - 500,000Over 500,000Do you have any outstanding debts or financial obligations? Investment PreferencesAre there specific asset classes you are interested in? Stocks Bonds Real Estate Alternative Investments Do you have any preferences regarding socially responsible or sustainable investments? Communication PreferencesHow often would you like to receive updates on your portfolio's performance and investment strategy? Preferred method of communication Email Phone In-person Meetings Confidentiality and PrivacyYour privacy is important to us. All the information you provide will be kept strictly confidential and will only be used for the purpose of portfolio management and providing financial advice. We will not disclose your personal or financial information to any third parties without your explicit consent, except where required by law. Additional InformationAre there any specific concerns or constraints you'd like us to consider when managing your portfolio? Is there any other information you believe is relevant for us to know about your financial situation or goals? Consent By providing this information, you acknowledge that it will be used for the purpose of portfolio management and that you understand the risks associated with investments. You also agree to receive communication from us regarding your investments.Please review and agree to the privacy and confidentiality statement above before submitting your information. Your trust is important to us.