Getting Started

Completing this questionnaire is the first step towards working with FSG, please complete it the best you can. Once complete, our team will reach out to schedule a discovery meeting.

You will find more information about our next steps by visiting "Our Process" page or by clicking here.

Introductory Questionnaire

Name *

Spouse or Partner Name

Date of Birth

Spouse or Partner Date of Birth

Email *

Phone Number

Preferred Method of Contact

Phone

What are your most pressing financial concerns?

Do you have children or dependents?

Yes

If so, how many and provide ages

Have you had a financial plan completed by a professional in the past?

Yes

If so, do you still have a copy for us to review?

Yes

Did anyone refer you to our office?

Yes

If so, would you mind providing their name - we would like to say thank you!

If you were not referred, how did you hear about us?

Were you directed to this questionnaire by an FSG team member?

Yes

If so, please indicate who so we can direct your information accordingly

Estimated Networth

What is your source of income (privately held business, employer, profession)? Is that likely to change in the next 3 years?

Household Income Range

Are you looking for help managing your investments?

Yes

If yes, have you had investment advice from a professional in the past (financial advisor, stock broker, bank advisor)? If so are they currently managing your account/portfolio?

Current investment amount

Please note any further questions or comments you feel are important for us to know.

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