TriDelta Financial Planning Questionnaire

TriDelta Financial is a comprehensive financial planning firm focused on you. Our goal is to help you meet your lifestyle goals and aspirations

Our role is to provide you with financial advice on a broad range of issues including investments, insurance, cash/debt management, estate and retirement planning.

We believe that to be happy you must have dreams. Success however generally requires a plan. It is with this in mind that we partner with you to develop, implement and monitor the plan to ensure your dreams become a reality.

Please take the time to complete the attached questionnaire and attachments. The information gathered will remain confidential and is a vital first step in laying the framework for your personal financial plan. The attached questionnaire should be accompanied by copies of the following statements where applicable:

1. Investment statements
2. Mortgage & Loan / Line of credit statements
3. Summary page of insurance policies
4. Notice of Assessment (NOA) - provided after your last tax filing

Client Personal Information

Co-Client Personal Information

Children / Dependents

Will

Your Two Greatest Wishes

Your Biggest Concern