1. Who is completing this form? *

Advisor for Client

Accountant for Client

Client

2. Client First Name *

3. Client Last Name *

4. Client Email *

5. Email for communications on the VFO Holistic Planning Process (if different than the one listed above) *

6. Client Phone Number *

7. Client Address *

8. Who introduced client to VFO Holistic Planning? *

9. Martial Status *

10. How long has client been working with professional that introduced them to VFO Holistic Planning? *

11. Does client have children? If so, how many? *

12. Income *

<$500k

$500k - $750k

$750k - $1M

>$1M

13. Does client own a business? *

Yes

No

14. Are there any professionals that the client would typically run financial decisions by that haven't been mentioned above? *

15. How would client rate the primary professional referenced in the previous question? *

Great

Average

Poor

N/A

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VFO Holistic Planning Form