Confidential Discovery Questionnaire

Your answers below will help us make the best use of your time during our first meeting. We will contact you shortly after you have clicked "Submit". Please contact Ben Peters at 925-932-8010 or bpeters@bewinvest.com if you have questions. Thank you!

Contact Info
Married?
Name
Name
Name 2 (for joint clients)
Name 2 (for joint clients)
Preferred Method of Contact
Date of Birth
Date of Birth
Date of Birth 2
Date of Birth 2
Employment Info
Please indicate if Retired or Self-Employed.
Please indicate if Retired or Self-Employed.
Children / Grandchildren
Other Contacts
Please list current advisors
General
Goals / Objectives
Income
Please provide approximate information for the following questions.
Please list all income sources including salaries, rental property income, pensions, etc. Please also indicate bonuses or equity-based compensation.
REAL ESTATE
PLEASE PROVIDE APPROXIMATE VALUES OF THE FOLLOWING ASSETS.
$
Cash Assets
Please provide approximate values of the following assets.
Taxable Investments
Please provide approximate values of the following assets.
Retirement (Tax-Deferred) Investments
Please provide approximate values of the following assets.
Please indicate what type of stock option e.g. RSU, ISO, etc.
Savings
Please provide approximate values of your annual savings.
$
Education Savings
Please provide approximate values of the following assets.
Insurance and Liabilities
Please provide approximate values of the following.
Please include whether policy is Term, Whole Life, Variable Life, etc.
Please list balance, term, interest rate, and whether variable or fixed.