Our Confidential Client Profile is the key to understanding your financial present and our key to strategizing your financial future.
If you are not sure of an answer, take your best guess. Make any appropriate notes where needed, try not to leave anything blank.
Client Profile Option 1: Print out this form, fill it in, and either scan and email back to us at firstname.lastname@example.org or fax it back to us at (908) 766-1889.
Client Profile Option 2: Print this Word version or save it to your computer, fill it out and email it to email@example.com or fax it back to us at (908) 766-1889
Here are some other forms we may ask you to fill out for us when we begin working together. Please either email them to firstname.lastname@example.org or fax to (908) 766-1889 upon completion.
Please print out this spreadsheet and list all of your asset accounts.
Please print this spreadsheet and list all of your liability accounts.
Please print this spreadsheet to list all of your Real Estate owned
Please print this form and complete the borrower information section at the bottom of the page. This allows us to contact your lender on your behalf to request necessary information.
Use this form to give us permission to request your tax information directly from your accountant.
This form is used by lenders in the short sale process. Please fill in as accurately as possible and sign the bottom of page 2.
This form can be used to list your monthly expenses compared to your monthly income.
This form can be used to detail the information for your Wills.
This form can be used to detail the information for your Power of Attorney.
This form can be used to detail the information for your Living Will.
Use this questionnaire when applying for Life Insurance
Use this form to authorize us to speak with your current lender regarding a short sale