Existing Client’s Questionnaire - Carlton, Hofferkamp and Jenks Wealth Management

Name

Email

Phone Number

1) Do you feel that you are on the right path to achieving your financial goals?

2) Have any of those goals changed recently?

3) Have you had or do you foresee any large unexpected expenditures?

4) Have you had any new/additional assets come available to add to your nest egg recently?

5) Have you had any change of heart about how you feel with regards to risk and volatility?

6) Have you had any change to the timeframe that you have envisioned for when you will retire?

7) What concerns might you have with regards to your financial success as you look forward?

Please indicate date and time convenient for you to stop in for a visit:

Date

Thank you for submitting your questionnaire, our Client Relations Department will contact you to confirm your scheduled meeting request.

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Am I Reaching My Goals?