Green Mountain Financial Services Inc.

Enhanced Financial Intake

Please complete this deeper financial snapshot so we can prepare a more relevant and personalized planning discussion.

1. Basic Information

Full Name * Email Address * Phone Number Marital Status Dependents

2. Employment & Cash Flow

Employment Status Approximate Monthly Household Income Approximate Monthly Expenses At the end of most months, do you typically have:

3. Savings & Investments

Cash / Emergency Savings TFSA RRSP / Retirement Savings Non-Registered / Other Investments

4. Liabilities

Credit Card Debt Loans / Lines of Credit Mortgage

5. Protection & Benefits

Life Insurance Disability Insurance Critical Illness Insurance Group Benefits Through Work

6. Goals & Priorities

What concerns you most right now?What would financial success look like for you?When would you like to take action?

7. Consent & Next Step

This intake is for informational and planning discussion purposes only. It does not constitute individualized financial, investment, insurance, tax, or legal advice.

Enhanced Financial Intake

Enhanced Financial Intake

1. Basic Information

2. Employment & Cash Flow

3. Savings & Investments

4. Liabilities

5. Protection & Benefits

6. Goals & Priorities

7. Consent & Next Step

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