All About You

Thank you for your cooperation in filling out this information.

THE “MUST-HAVE” PART

You

Name

Date of Birth (MM/DD//YYYY)

Street Address

City

Region/State/Province

Postal / Zip code

Email

Occupation

Spouse

Spouses Name

Date of Birth (MM/DD/YYYY)

Email

Occupation

Children

1. Child's Name

2. Child's Name

3. Child's Name

4. Child's Name

1. Date of Birth (MM/DD/YYYY)

2. Date of Birth (MM/DD/YYYY)

3. Date of Birth (MM/DD/YYYY)

4. Date of Birth (MM/DD/YYYY)

Contact

We communicate often with our clients to reduce stress during this process. Please tell us how we can best communicate with you.

What is the best number to reach you at on Tuesdays for your update calls?

Best Time To Call

Choose a time

Besides The Tuesday Call Update, Do You Prefer Call Or Text Communication

Are you available to talk at work?

Yes

No

If yes, what is the number:

ext.

What are your regular work hours?

Monday Hours

Wednesday Hours

Friday Hours

Tuesday Hours

Thrusday Hours

Saturday Hours

Sunday Hours

THE “FUN!” PART

My/Our favorite restaurant is:

My/Our pet is a:

Dog

Cat

No Pet

My/Our favorite music/band/artist

My/Our favorite hobby(s) is/are:

Other:

My/Our dream vacation is:

Pet's Name:

My/Our favorite liquor/beer/beverage

My/Our favorite snack

THE “NOT-AS-FUN-FUN” PART

Do you have a will completed?

Yes

No

Do you have a financial planner?

Yes

No

Do you have an insurance agent?

Yes

No

Do you have a CPA or Tax preparer?

Yes

No

Do you have a monthly family budget?

Yes

No

Do you own a business?

Yes

No

If yes, who?

If yes, describe?

Are you making any commercial investments?

Yes

No

Are you interested in solar?

Yes

No

Where did you hear about me first?

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All About You

Thank you for your cooperation in filling out this information.

No-Obligation Consultation

Let's Talk About It! I'm Happy To Help!

Let's Talk About It!
I'm Happy To Help!