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 INCOME PLAN SURVEY FORM

 INCOME PLAN SURVEY FORM

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matthew1

Matthew Sherman

Office: 1 888 603 9379

[email protected]

www.cpfinancial.net

Congratulations your appointment ​has been scheduled!

At our first appointment, we enjoy getting to know you and share who we are, gather information about your financial objectives, and deliver our informational pamphlet.   Before your first appointment, please fill out the Income Plan Survey below.

 

This confidential questionnaire can be filled out electronically, or can be printed and completed by hand. The completed version of the questionnaire can be mailed, faxed, or hand carried to our introductory visit. This questionnaire is completely voluntary and if you can’t complete it we would still love to meet with you at our introductory visit.

 

​Do not worry about getting exact numbers, “ballpark” estimates will work great and allow us to identify any areas of your finances we may be able to assist you. The following is a list of items that are helpful to have available to reference which you may upload as a PDF below as well:

 

  • Most recent investment account statements
  • Most recent annuity contract statements
  • Most recent life insurance contract statements
  • New Client Questionnaire (see link above to download the PDF file)

 

We realize your time is valuable, and we ask that if for some reason you are unable to keep your appointment, please contact us at the number listed on this page.

We appreciate you allowing us the opportunity to speak with you and look forward to our meeting!
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INCOME PLAN SURVEY

CONTACT INFO

* INDICATES REQUIRED FIELD


CLIENT 1

CLIENT 1: NAME *

INCOME & EXPENSES

CLIENT 1: EMPLOYMENT STATUS (CHECK ALL THAT APPLY) *

ASSETS

SUBMITTING THIS FORM

I hereby attest that the information on this Client Data Form has been provided by me and to the best of my knowledge is accurate. The information gathered with this form will be used for the sole purpose of helping create a financial strategy for your retirement. The financial professional providing the analysis does not provide tax or legal advice.

Once you click the submit button, the Clear Path Financial planner named above will be in contact with you to confirm receipt of this form within 24 hours. If you have any questions, feel free to contact the Clear Path Financial Planner listed above.

"CLEARPATH FINANCIAL IS A NETWORK OF PROFESSIONALS DEDICATED TO HELP YOU SET SAIL ON A JOURNEY OF A LIFETIME”