New Client Setup

Initial Suitability Questionnaire

Individuals • Families • Business Owners

This questionnaire helps understand your current financial situation, goals, and level of clarity desired.

Full Name *

Email Address

Telephone Number

1. Primary Category (Select one) *

5. How clear do you currently feel about your financial situation? *

6. Which statement best describes your current experience? *

High-level — no documents required

8. Which best describes your income?

9. Do you generally know where your money goes each month?

10. How would you describe your cashflow?

11. What is your primary financial goal right now?

12. Which timeframe matters most to you?

13. What would "financial clarity" allow you to do differently?

Used later for AdvisorPro™ readiness

14. Do you currently use any system to track finances?

15. Do you review your financial situation regularly?

17. What level of support are you looking for right now?

18. Which statement feels most true?

19. Why is now the right time to focus on this?

20. Is there anything else you'd like us to know?

Based on your responses, we'll confirm whether the Intelligent Money Map™ is the right next step and outline what that would look like for you.

Clarity first. Execution second. Results follow.