Discovery Survey

Prospective Client Questionnaire

Full Name

Cell Phone Number

Email Address

Preferred contact method:

How did you hear about S.E.E.D. Planning Group?

What prompted you to reach out to S.E.E.D.?

What type of help are you primarily looking for?

How likely are you to take action on your finances in the next 3 months?

Which statement best matches your expectations?

Who will be involved in decision-making?

What is your age?

What is the age of your spouse/partner (if applicable)?

Please list your top three financial priorities

What is your communication preference?

Approximately what is your household income?

Approximately what is your net worth including any real estate and businesses?

Approximately how much do you currently have in investable assets, excluding home and business?

Which do you prefer?

Full Name

Cell Phone Number

Email Address

Preferred contact method