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Peak Wealth Pre-Meeting Profile
CONFIDENTIAL
Please complete prior to your meeting
Client Name:
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How did you find out about us?
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Referred by existing Peak Client
Google Search
MGOBLOG
WTKA Radio
Other
Do you have a meeting booked yet?
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Yes
No
If not, please copy and paste this link and book now: https://go.oncehub.com/Peakwealth
Address:
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Client Date of Birth:
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Cell Phone:
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Email
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Spouse Name:
Spouse Date of Birth:
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Email
Children Names and Dates of Birth:
Save & Return
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Client Income:
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Spouse Income:
Client Social Security amounts- @62, @67, and @70 (please take values from your SS statement which can be found on ssa.gov:
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Spousal Social Security amounts- @62, @67, and @70:
Please provide any pension details, if applicable:
Please upload a pdf copy of your latest tax return (Form 1040)
Save & Return
Use an account to return to saved work.
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Please list Real Estate Property and Value:
Please list any Mortgage balance, start date, #years, interest rate, and payment (principal and interest only - do not include escrow):
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Please list other debts,#years, interest rate and payment (Home Equity, Student Loan, Credit Card, Car loan, etc):
Please provide bank account values:
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Please provide 401k details for Client and Spouse: Current Value, deferral rate, company match rate:
Please upload Client and Spouse 401k Statement;
Please provide details about Client and Spouse IRA or Roth IRA accounts - all other retirement accounts - registration/current value/institution:
Please upload all client and spouse IRA/Roth IRA statements:
Non-Retirement Accounts - please provide current value, registration info (TOD, JOINT, Trust, etc) and institution where money is presently held?
Please upload all Non-Retirement Account Statements
Life Insurance - Please provide Client and Spouse details: Death Benefit, individual or group, Term Remaining, Cash Value, Premium, Insured, Beneficiary;
Do you own any Disability or Long Term Care Insurance? If so, please provide details:
Please go to www.peakwm.com/expenses and download the expense tracking spreadsheet template and enter in your monthly/seasonal expenses and provide us with a total estimate of your current cost of living. Please enter the total cost of living in the box below:
Save & Return
Use an account to return to saved work.
Log in
What is your biggest obstacle in reaching your financial goals?
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What is your goal for our meeting?
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Are you working with another advisor presently? If so, why are you looking to make a change?
Short Term, Intermediate Term, and Long Term Goals?
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Peak Wealth Management