New Client Questionnaire

Name:

Phone Number:

E-mail:

How many formal review meetings would you prefer each year?

What is your preferred contact method for general communications?

Email

Phone

Physical Mail

What is your preferred method for scheduling appointments?

Online scheduling

Phone call

What is your preferred method of completing documents/forms?

Docusign (electronic)

Physical copies

How would you prefer to receive event invitations (seminars, client appreciation events, community events, etc.)?

Electronic invitation

Physical (mailed) invitation

Which communications would you like to receive from Pathfinder? Please check all that apply.

Firm News (holiday closures, staff announcements, etc.)

Market Commentary emails (updates on market conditions, sent weekly on Monday afternoons)

Path-Based Updates (announcements, articles, etc. pertinent to your specific phase in life)

Event Invitations (Pathfinder-specific events and opportunities in the local community)

The Path Newsletter (a quarterly publication focused on the personal side of the firm)

Who is responsible for scheduling appointments (me, spouse, contact us both, etc):

Where did you grow up?

High School & Location:

College:

Major/Minor:

Additional Degrees/Certifications:

Fraternity/Sorority:

Military Service: Branch of Armed Forces:

Military Service: Rank:

Military Service: Awards, Honors, Medals:

Military Service: Dates of Service:

Would you like any specific family members to be included in appointments once a year (children, parents, siblings, other). If yes, please indicate names and contact information.

Would you like any specific family members to be invited to some of our periodic events and seminars? If yes, please indicate names and contact information.

Type of pets and their names:

Recreational Activities:

Interests

Local Events you Attend:

Religious/Church Affiliation:

Favorite Type of Music:

Favorite Restaurant/Cuisine:

Favorite Vacation Spot:

Favorite Sports Team (Professional):

Favorite Sports Team (Collegiate):

Favorite Charity:

Favorite Local Shop:

Favorite Local Beach:

Favorite Local Brewery:

Financial News Source:

Volunteer organizations:

When visiting our office, what is your beverage preference?

What type of wine do you prefer?

What type of beer do you prefer?

What type of treat do you prefer?

Sweet

Savory

Other

What type of gift would you prefer?

Treat (listed above)

Flowers

Something pertaining to my interests and activities

Any dietary allergies/preferences we should know?

If you listed "other" for any of the above, or if you would like to elaborate on any of your answers, please do so here:

Is there anything else you would like to share with us?