NEW CLIENT DATA SHEET * First Name:  * Last Name:  Age: Spouse's Name:   Spouse's Age: * Address: * City:   * State:   * Zip: * Phone: * Email Address: * Top Priority:   PRELIMINARY APPOINTMENT   * What brings you to seek a financial advisor?   * What do you think the problem is?     * What have you tried?     * How can I be of help? CLIENT GOALS (in order of importance) * Short-term goals (less than five years)   1)   2)         * Long-term goals (more than five years)   1)   2)   SELF-ASSESSMENT     * Check areas where you seek assistance: Cash Flow Plan/ Budgeting Retirement Planning/goal setting Investment Portfolio Review Estate Planning (will) Insurance Review FINANCIAL INVENTORY     List current value of your assets: Taxable Account Assets IRA Account Assets 401k Account Assets Home equity Other assets     Primary Residence Mortgage Home Equity Loans Auto Loans Credit Card Balances Other loan amounts