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 you with next steps.

Please do not complete this questionnaire unless you have reviewed Our Philosophy and Our Process. There you will find important information about working with our firm.

Introductory Questionnaire

Name *

Spouse or Partner Name

Date of Birth

Spouse or Partner Date of Birth

Email *

Phone Number

Preferred Method of Contact

Phone

Were you referred to a specific advisor on our team?

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

Estimated Networth

Household Income Range

Current investment amount

What are your most pressing financial concerns?

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

Leave Blank