Prospective Client Questionnaire

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Thank you in advance for considering DJH Capital Management for your financial planning and advice needs.

The following questionnaire is designed to collect important information to help us prepare for your complimentary discovery session.

IMPORTANT NOTES:

1. To avoid wasting valuable time, you need to be aware that unfinished/incomplete questionnaires will result in meeting cancellation. PLEASE SPEND THE TIME TO COMPLETE THE FORM BELOW.

2. We highly recommend viewing our services presentation. Click here to view: https://bit.ly/DJHCM_Services

3. Should you require a comprehensive financial plan, our planning fees average $3,500 - 4,500. This is a one-time fee paid when you decide to move forward with our services. If you don't require that, we are willing to engage with you on an hourly consulting or "project-basis".

4. We prefer you have 60-75 minutes set aside for the discovery session and be in front of a computer for the video meeting. If this will be a problem please let us know beforehand.

If you fully understand the above, we invite you to complete the following questionnaire so we can properly prepare for your discovery session.

Sincerely,

Dominique Henderson, CFP
Founder

Email *

Have you read the "important notes" from above? *

Yes

First Name *

Last Name *

How old are you? *

What is your desired retirement age? *

How did you hear about us? *

Marital Status *

Married

Single

Divorced

Widow/Widower

If this engagement will involve your significant other, tell me their name.

Who typically makes the financial decisions in your household? (e.g. pays bills, manages the accounts, etc.) *

I do

My spouse/partner does

Have you ever worked with a financial professional before? If so, please describe your experience. (If not, just put "N/A") *

What are your expectations for our initial discovery session? (e.g. I expect that by the end of this initial meeting together, I will...[fill in the blank]) *

Are there any specific “pain points” you are dealing with right now that you’d like relief from? (Select all that apply.) *

Investments ("I feel I could be doing better to create growth, produce income, etc.")

Tax strategy ("I constantly feel as if I pay more than my fair share")

Risk Management ("I'm unsure that if something happened to me, my loved ones would be 'ok' ")

Employer Benefits ("I don't feel I'm optimizing what is made available through work")

Retirement Income ("I don't have a plan for what I'll need after I leave the workforce")

Education Planning ("I'm not sure how I'll fund my children's education")

Other:

Required

What do you feel will be the results of not dealing with those "pain points"? *

What in your financial life is stopping you from being the best version of you? *

"Begin with the end in mind"... is something I say to keep me focused on the goal. That said, what would you consider “success” by working with a financial advisor? *

How often do you anticipate meeting with your financial advisor to reach your financial goals? (e.g. meeting is a phone call or video call to discuss your plan/strategy) *

once per year

twice per year

four times per year

Other:

What type of work do you do? (Alternatively, you can paste your LinkedIn profile in this space) *

What is your working status? *

Employed

Unemployed

Retired

Self-Employed

What is the name of your employer or business? *

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