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Pre-Discovery Meeting Form

Let’s Get Acquainted

Full name(s):

Preferred email:

Phone number:

Preferred contact method:
Phone Email Text

City & state of residence:

How did you hear about us?

Your Financial Snapshot

Annual Household Income:

Investable assets (excluding real estate/business):

Source(s) of wealth:
Salary/bonuses Business ownership Inheritance Real estate

Do you currently work with a financial professional?
Yes No

What’s On Your Mind?

What goals or questions are top of mind for you?

How would you describe your current relationship with money?

Why now? What prompted you to reach out today?

How do you feel about working with a financial professional?

Current Financial Landscape

Retirement planning:

Type of life insurance:

College education planning:

Disability insurance:

Tax efficiency in investments:

Estate planning:

Understanding financial professional compensation:

Social security planning:

Amount of life insurance:

Minimizing lifetime taxes:

Ready to Meet?

Are you looking to make a decision in the near term?
Yes No

Preferred meeting format:
Virtual In-person No preference

Where are you in your journey?
I’m ready to get started
I’m exploring options
Just curious

Contact

Toll-Free: 877-807-0972

Office: 509-957-2112

Office: 360-450-2191

4200 6th Avenue SE

Suite 307

Lacey, WA 98503

hello@mywhitehill.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and Investment Advisory Services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice.

This communication is strictly intended for individuals residing in the states of AL, AK, AR, AZ, CA, CO, HI, IA, ID, KS, LA, MN, MO, MT, NV, OH, OR, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.