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Client Discovery

Date

MM slash DD slash YYYY

Household

Single

Couple

Client 1 Name

First Last

Client 2 Name

First Last

1. Personal Background

Where did you grow up? Tell us about your family. What were the primary messages about money? Names/ages of partner/kids. How did you end up here?

2. Professional Background

What is your occupation? Who is your employer? How long in this position? What did you do before? Goals for future?

3. Hobbies / Interests

How do you spend your free time? Interests? Charities/causes?

4. What perspectives did your parents have regarding their finances?

5. What are you hoping for from your financial advisor?

6. What are your primary and secondary goals for your investment portfolio?

7. Is there anything pressing that needs to be addressed?

8. How familiar/interested are you in sustainable investments?

9. Is there any industry or sector that you would prefer not to include in your portfolio?

10. Do you have specific themes that you would like to focus on such as: climate change, affordable housing, micro-finance, sustainable agriculture, gender/racial equity, and/or corporate change?

11. Client 1: Would you be willing to incur higher costs/lower expected returns to align your portfolio with your values make a positive impact?

Yes

No

11. Client 2: Would you be willing to incur higher costs/lower expected returns to align your portfolio with your values/make a positive impact?

Yes

No

12. Client 1: Would you like more information on any of the following?

Retirement planning projections

Education planning recommendations

401k plan review

Insurance policy review

Income tax return review

Updating your estate planning documents

12. Client 2: Would you like more information on any of the following?

Retirement planning projections

Education planning recommendations

401k plan review

Insurance policy review

Income tax return review

Updating your estate planning documents

Information Requests

CPA contact

Estate planning contact

What is your communication preference?

Home phone

Mobile phone

Text

Email

Snail mail

Phone number

Email

Address

Street Address Address Line 2 City State ZIP Code

Please provide copies of your:

Investment account statements

Info on other assets (real estate, 401k, 529, etc.)

Insurance policies

Estate/trust documents and beneficiary info

Driver license

Wealth Management, Boulder, CO

Investment Advisory services offered through Colorado Capital Management.

A Registered Investment Advisor.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

303.444.9300
[email protected]
4430 Arapahoe Avenue, Suite 120 Boulder, CO 80303

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