Client Area
Secure, Grow, and Transition Your Wealth with Confidence

Pre-Meeting Questionnaire

To ensure a more productive call during your upcoming appointment, please take a moment to complete the short questionnaire below. If you have any questions or need to reach us before your meeting, don’t hesitate to give us a call.

Name
What changes have occurred in your financial situation since our last meeting?
Please select all that apply.
Are there specific topics you would like to cover during our discussion?
Please select all that apply.

Your Financial Plan

Below are a series of questions designed to help us better understand your level of comfort and confidence with your current financial plan. Please rate each item by selecting the number that best reflects your feelings, where:

1 = completely uncomfortable/unconfident and 10 = completely comfortable/confident

(Leave blank if you are already receiving benefits.)
(Leave blank if this doesn’t apply to you.)
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Ready to Begin Your Journey with Us?

Schedule a consultation today, and join the Magnolia Financial Group family, where your finances are our priority.
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