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About You

Step 1 of 6

Before we begin

At the end of this questionnaire, you'll be asked to upload account or personal financial statements, your latest tax return, or other documents that provide the details we need to best prepare for our next conversation.

Your privacy matters to us.

Everything you share is encrypted, kept strictly confidential, and used only to prepare for our conversation.

About You

Basic information about you and your family.

What is your full name?

you, what is your date of birth?

Will you be completing this on behalf of a couple?

YesNo

you, how do you describe your employment situation?

Select all that apply.

Salaried or hourly employeeSelf-employed or a business ownerPartner or principal at a firmExecutiveRetiredNot currently employed

What is your current occupation or professional role?

Tell us about your work

Please give us a brief description, link to a website, or any other information you'd like to share.

Do you receive equity-based compensation?

Select all that apply.

NoStock optionsRSUsRestricted stockOther

What are the sources of your household income?

Select all that apply.

WagesSelf-employment incomeBusiness income: K1, distributions, partnershipRetirement income: retirement distributions, pensions, Social SecurityPassive income, e.g., rentOther

you, what is the full name of your partner or spouse?

We need this information since you answered that you are completing the form for a couple.

What is your partner's date of birth?

How would you describe your partner's employment situation?

Select all that apply.

Salaried or hourly employeeSelf-employed or a business ownerPartner or principal at a firmExecutiveRetiredNot currently employed

What is your partner's occupation or professional role?

Tell us about your partner's work

Please give us a brief description, link to a website, or any other information you'd like to share.

Does your partner receive equity-based compensation?

Select all that apply.

NoStock optionsRSUsRestricted stockOther

Do you have children?

Yes, at homeYes, living independentlyNo

Financial Decision Making

In your household, who usually makes financial decisions?

I doMy spouse or partnerBoth of us togetherBoth of us, with separate areas of focus

you, describe your relationship with your finances

Fully engaged in the particularsInvolved at a high level, but delegate the detailsPrefer to hand it off to someone trustedSomewhere in between

What Matters Most

What matters most to you?

Select all that apply.

Financial independence on my own termsTransferring wealth to the next generationPhilanthropy and legacyEnsuring my estate plan meets my family's need and honors my wishesCoordinating a financial plan across multiple family members or households

What are your highest-priority financial planning needs?

Select all that apply.

Knowing when I can retireReducing my tax burdenEnsuring my family is protectedPlanning for a major liquidity event: e.g., sale of a business, stock award, inheritance

When it comes to your portfolio, what's most on your mind?

Select all that apply.

Improving investment performance and portfolio structureAccess to private markets and alternative investmentsDiversifying away from a concentrated positionManaging complexity across multiple accounts, entities, or advisors

In your own words, what other important life priorities do you want your wealth to support, and what has been the main catalyst for us having this conversation at this stage of your life?

Feel free to share as much as you'd like.

Your Financial Picture

These questions about your cash flow and resources will help us start to paint a picture of your financial life. Rough estimates are fine for now; we'll sharpen our focus in future conversations together.

What is your approximate total household income?

Knowing your income level is essential for identifying tax-saving opportunities and tailoring our advice with the right tax sensitivity.

Up to $250,000$250,001 - $500,000$500,001 - $1,000,000$1,000,001 +Prefer not to say

How would you describe your household's current spending and saving habits?

Spending is well-controlled and adequately savingSpending is mostly under control but not saving enoughSpending is a bit high relative to savingVaries month to monthNot sure, don't track

Next, we'll ask about the types of assets you own and their approximate values.

Feel free to use ballpark estimates; we'll refine the details once we review your statements and other documents.

Which of the following investable assets do you have?

Select all that apply.

Cash, CDs, high-yield savings, or money market accountsInvestment / brokerage accountsRetirement accounts (e.g., IRA, 401k, pension)

Do you currently own any of the following?

Select all that apply.

Primary and/or secondary residenceInvestment or rental real estateBusiness ownership or equity

Do you own or have any of the following?

Select all that apply.

Stock options, RSUs, or other equity compensationTrust assetsAnnuitiesCash value life insurance (whole life, universal life, VUL)Other

What's the approximate value of your cash, CDs, high-yield savings, or money market accounts?

What's the approximate value of your taxable brokerage accounts?

What's the approximate value of your retirement accounts?

What's the approximate value of your primary and/or secondary residence(s)?

What's the approximate value of any investment property you own?

What's the approximate value of your business ownership or equity?

What's the approximate value of your stock options, RSUs, or other equity compensation?

What's the approximate value of your trust assets?

What's the approximate value of your annuities?

What's the approximate value of your cash value life insurance?

(whole life, universal life, VUL)

Approximately what is the current value of your other assets?

What additional details or special circumstances about these account values do you consider important for us to know?

Do you currently have any outstanding balances or loans related to the following?

Select all that apply.

Primary or secondary home mortgageInvestment property mortgage(s)Business-related debtStudent loansOngoing credit card balancesOther significant amounts owedNone of the above

Legal & Estate Structures

These questions help us understand the entities that hold your wealth and what planning structures you have in place.

Have you ever created a formal estate plan?

NoYes, basic documents like wills and advance directivesYes, more advanced planning such as trust work

Are any of the following structures in place?

Select all that apply.

Revocable living trust(s)Irrevocable trust(s) (such as a life insurance trust, SLAT, GRAT, or dynasty trust)Family entity (such as a family limited partnership or family LLC)Charitable trust or foundationI'm not sureOther

you, do you currently work with a financial advisor?

Yes, and I'm looking to make a changeYes, and I'm looking for a second opinion or additional expertiseNo, I've managed things on my ownNo, but I've worked with one in the past

Finally, please share your contact information.

What is the best email and phone number to reach you?

What is your partner's contact information?

Is there anything else about your financial life or goals you consider important for us to know before our next conversation?

Which of our advisors would you like that we send the information to?

No PreferenceNoah Schwartz, CFP®Larry G. Peery, IIJohn Fischer, PhDChris J. Roe, CPA/PFS

Is there anyone we should be sure to thank for introducing us?

Back Start

Final Step

Upload documents

We've received your information and will be in touch shortly to confirm our time together. If you have statements or documents you'd like to send in the meantime, you're welcome to reply directly to the email you received.

Upload Documents

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Welcome to Magnolia Private Wealth

Before we begin

About You

Financial Decision Making

What Matters Most

Your Financial Picture

Legal & Estate Structures

Finally, please share your contact information.

Upload documents

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