Confidential Financial Questionnaire Your Full Name * First Name Last Name Date of Birth MM DD YYYY Spouse/partner's full name First Name Last Name Date of Birth MM DD YYYY Your Bulfinch Contact or Advisor * Child 1 First Name Last Name Date of Birth Child 1 MM DD YYYY Child 2 First Name Last Name Date of Birth Child 2 MM DD YYYY Child 3 First Name Last Name Date of Birth Child 3 MM DD YYYY Child 4 First Name Last Name Date of Birth Child 4 MM DD YYYY Address Address 1 Address 2 City State/Province Zip/Postal Code Country Your Employer and Occupation Your Salary Spouse/partner Employer and Occupation Spouse/partner Salary Other Income - Rental/ Commissions/ Royalties/ Trust Income Your residence and other real estate - Please provide property(ies) values and mortgages Debt - Please provide credit card balances if any Are you currently saving money on a consistent basis? If so, how much and where? Are you satisfied with the amount of money that you are saving? Are you happy with the level of risk you are currently taking? Are you happy with the performance of all of your investments? Do you have a will? Trust? When were they effective? How are they set up? What changes or improvements would you like to see with respect to your personal finances? What is important about money to you? What are you hoping to learn/obtain by going through this process with us? Thank you!
