Woolstone Wealth Management · Client Fact-Finder
Let's make your
Discovery Meeting count.
Before we meet, I'd like to understand your full financial picture — your accounts, income, goals, and what's on your mind. This questionnaire gives me everything I need to prepare a meaningful, personalized conversation for you.
Don't worry about having exact numbers — estimates are fine. Your draft is saved automatically as you go.
Section 1 of 8
About You
Basic contact and demographic information — the foundation of your financial plan.
Spouse / Partner Information
Section 2 of 8
Work & Retirement
Where are you in the retirement timeline, and what workplace benefits do you have?
Spouse / Partner Employment
Section 3 of 8
Financial Accounts
A picture of your current assets — the foundation for retirement income and tax planning.
Your Accounts
Spouse / Partner Accounts
Section 4 of 8
Income
All income streams — current and projected — that will fund your retirement.
Social Security
Spouse Social Security
Pension
Section 5 of 8
Retirement Goals & Spending
What does "enough" look like for you — income target, lifestyle vision, and legacy priorities.
Section 6 of 8
Tax Situation
Identifying tax planning opportunities, Roth conversion windows, and existing advisor relationships.
Section 7 of 8
Insurance & Estate
Protection coverage and estate plan completeness — two common gaps for pre-retirees.
Life Insurance
Spouse Life & LTC Insurance
Long-Term Care
Estate Planning
Section 8 of 8
Your Story
Help Jake understand what brought you to Woolstone and what you most need from this relationship.
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Jake has received your responses and will review them before your Discovery Meeting. You'll receive a confirmation email shortly.