Anchor Bay Capital, Inc.

TELL US ABOUT YOURSELF
Date
MM slash DD slash YYYY
Name
First Last
DOB
mm/dd/yyyy
MM slash DD slash YYYY
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email
FAMILY INFORMATION
Marital Status
- Single
- Married
Spouse Name
First Last
Spouse Phone
Spouse Email
# of Dependents

FINANCIAL PLANNING TOPICS
These questions help us understand your current financial situation.
Do you feel like you have adequate emergency cash savings?
Do you feel like you efficiently manage your debt?
Do you have a debt payoff strategy?
Are you currently saving any of your income?
Do you enjoy managing your own investments?
Do you feel like your investments currently match your goals and needs?
Are you satisfied with how your investments are allocated?
Are you currently contributing to a company retirement plan?
Do you have stock options from your company?
Is saving for children's or grandchildren's education a priority?
Have you confirmed your social security earnings and benefits in the last 12 months?
Are you concerned about providing adequate income for your family in the event of death or disability?
Are you concerned about paying for long term health care costs in the future?
Do you have current estate planning documents? (wills, trust, etc.)
Do you need guidance on what estate planning you should consider?
ADDITIONAL INFORMATION
Is charitable giving a financial priority for you?
If currently retired, do you have adequate income to cover your expenses?
If currently retired, have you projected the probability of your savings lasting throughout your retirement?
If self employed, is seeking more tax deductions a priority?
If self employed, is providing or reviewing employee benefits a priority?
If self employed, is having a written exit strategy or succession plan a priority?

Discovery Form