Confidential Questionnaire

Let’s Get To Know You

Welcome to Woodruff Wealth Management, where our client-oriented approach meets your unique needs. By completing the confidential questionnaire below, you enable us to understand your aspirations better, ensuring personalized guidance that you deserve.

We maintain the confidentiality of the provided information and refrain from sharing or disseminating it to external entities.

Name(Required)

First Last

Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Email(Required)

Date of Birth(Required)

Phone(Required)

Spouse's Name(Required)

First Last

Spouse's Email(Required)

Spouse's Date of Birth(Required)

Spouse's Phone(Required)

What Brings You To Us?(Required)

Who Referred You?(Required)

What Are Your Favorite Hobbies?(Required)

What are your financial goals? Short term & long term?(Required)

When do you want to retire, and what do you want it to look like?(Required)

What are your current sources of income & are they going to change over the next three years?(Required)

What are your current assets and investments? (Example: $300k IRA, $675k 401k, $40K Money Market, Primary Residence $800k, etc.)(Required)

What current debt or liabilities do you have? (Example: $285k mortgage on house, $150k mortgage on beach house, etc.)(Required)

Do you have an attorney, CPA, Insurance Agent, and/or Financial Planner?(Required)

How often do you change advisors?(Required)

What estate planning documents do you have, and when were they last reviewed or updated?(Required)

Do you have any life insurance policies? Disability? Long Term Care? If so, please provide amounts and policy details.(Required)

How do you like to review – in person, phone, video conference, other? How often?(Required)

How involved do you like to be in the management of your assets, and do you use any financial software?(Required)

On a scale of 1-10, with 1 being ultra conservative (think money market, CDs, cash) and 10 being aggressive (all individual stocks), where do you rank? What about your spouse? Why?(Required)

Is there anything else we should know that we didn't ask you?(Required)

Comments

This field is for validation purposes and should be left unchanged.

Let’s Get To Know You

Discover Our Family Approach to Wealth Management

Other Locations

About Us

Resources