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AN IMPORTANT FIRST STEP in planning your future

We created this secure online questionnaire to enable our prospective clients to share their key financial information with us in a safe and convenient manner.

We thank you for taking a few minutes to complete our Pre-Training Preparation Meeting questionnaire. The answers you provide will be very helpful in giving more context to our first conversation with you. Once we have received your information, we will reach out to you to discuss our planning process and schedule a call.

Having a trusted financial partner who genuinely cares about you and your financial well-being can make a meaningful difference in your life. We welcome the opportunity of working together.

Pre-Training Preparation Meeting Questionnaire

Please provide the following information. All fields marked with (*) are required.

Full Name* Date of Birth* Email* Cell*

Spouse Full Name Spouse Date of Birth Spouse Email Spouse Cell

Investable Assets:* Includes retirement plans at work, IRAs, taxable accounts, bank accounts, CDs, mutual funds, and money markets.

Amount Saved/Invested in Last 12 Months:* Includes amount contributed to retirement plans (include company match), contributions to IRAs, deposits into bank savings and checking accounts, and taxable investment accounts.

Amount of Life Insurance:* Includes death benefit of all term policies, whole life, and group policies at work.

Amount of Spouse Life Insurance: Includes death benefit of all term policies, whole life, and group policies at work.

Total Debt Outstanding:* Includes mortgages on all properties, recurring credit card debt, student loan debt, car loans, etc.

Current Annual Household Income:*

Desired Annual Retirement Income:

Approximate Value of Real Estate Holdings:*

Do You Expect to Receive a Pension in Retirement:* Yes No If yes, how much do you expect to draw each year?

Does Your Spouse Expect to Receive a Pension in Retirement: Yes No If yes, how much do they expect to draw each year?

Kids:

Name Name Name Name

Date of Birth Date of Birth Date of Birth Date of Birth

What else would you like for us to know?

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Help others achieve their dreams and you will achieve yours.

Les Brown

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Stribling~Whalen Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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Contact Us

AN IMPORTANT FIRST STEP in planning your future

Pre-Training Preparation Meeting Questionnaire

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