Discovery Form

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Discovery Questionnaire

CLIENT INFORMATION

Client 1

Client 1 Name

First Name

Last Name

Client 1 Date of Birth

Client 1 Email

Client 2

Client 2 Name

First Name

Last Name

Client 2 Date of Birth

Client 2 Email

LIFESTYLE CASH FLOW

Client 1

Current Gross Annual Income

Automatic Monthly Savings (401k incl. match, etc.)

Client 2

Current Gross Annual Income

Automatic Monthly Savings (401k incl. match, etc.)

Estimated Total Current Monthly Spending

Target Retirement Age

Target Retirement Monthly Spending (in today’s dollars)

ASSETS

Checking/Savings/Money Market Total

Investment Account Total (IRAs, Roth IRAs, 401k, non-retirement accounts, etc)

FINANCIAL DOCUMENTS CHECKLIST

The following checklist can help you organize your financial information. Please feel free to send whatever financial information you would like us to incorporate into your projections.

Recent Investment Statments

Summary of cash equivalents, such as checking, savings, money markets, CDs, etc

Retirement accounts, including IRAs, Roth IRAs, 401(k)s, 403(b)s, annuities, deferred comp, etc.

Non-retirement accounts, including mutual funds, brokerage, advisory, stock options, etc.

Retirment Benefit Details

Social Security Statements (see below)

Pension income estimates

9800 Shelard Pkwy, Suite 113 | Plymouth, MN 55441

763-231-7581 | www.greatriverfinancial.com

Investment advice offered through Great River Financial LLC, an SEC-registered advisor.

If you are human, leave this field blank.

To get your full Social Security statement online:

Go to www.socialsecurity.gov/myaccount and create a login ID. Once you create a new login and sign in to your account there is a link at the bottom of the page to “Print/Save Your Full Statement”.

Securely Upload Statements and Files

Schedule a Discovery Meeting

Find Your Risk Score

CLIENT INFORMATION

Client 1

Client 2

LIFESTYLE CASH FLOW

Client 1

Client 2

ASSETS

FINANCIAL DOCUMENTS CHECKLIST

Memberships, Associations & Resources