Fact Finding Worksheet

Please fill in the form below to the best of your ability.

This info gives the LifeGoal Team a more complete financial picture, making our next meeting more impactful.

*Note: this is a secure, SSL encrypted website.

Name(Required)

First Last

Phone(Required)

Email(Required)

Home Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

DOB

MM slash DD slash YYYY

Do you have a brokerage account?

Yes

No

Please enter estimated dollar amount of your brokerage account

Do you have an IRA / Rollover IRA

Yes

No

Please enter estimated dollar amount of your IRA / Rollover IRA

Do you have a business investment account?

Yes

No

Please enter estimated dollar amount of your business investment account

Do you have a Retirement account with your current employer?

Yes

No

Please enter estimated dollar amount of your retirement account with your employer

Where are your accounts today?

Other important items to share?

Do you want to enter items for your spouse?

Yes

No

Spouse Preferred Email

Spouse Name

First Last

Spouse Home Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Spouse Preferred Phone

Spouse DOB

MM slash DD slash YYYY

Spouse: Do you want to upload a copy of your last statement?

Yes

No

Spouse Statement Upload

Accepted file types: pdf, Max. file size: 1 MB.

Spouse: Do you have a Rollover IRA?

Spouse: Do you have a Roth Rollover IRA?

Spouse: Do you have a brokerage account?

Spouse: Do you have business investment accounts?

Spouse: Where are your accounts today?

Spouse: Other important items?

Do you have children / dependents?

Yes

No

Children / Dependents Information

Name

Relationship

Age

Disclosures

Form CRS

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LifeGoal Wealth Advisors LLC (LWA) is an investment adviser registered with New York State. This website does not represent an offer of or solicitation for advisory services in any state/jurisdiction of the U.S. or any other country where LWA is not registered, notice filed, or exempt. LWA provides advice and makes recommendations based on the specific needs and circumstances of each client. Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece in making investment decisions. LWA is not a broker-dealer and does not offer tax or legal advice.

Advisory services are offered through LifeGoal Wealth Advisors, an Investment Advisor in the State of New York. LifeGoal Wealth Advisors is not affiliated with or endorsed by the Social Security Administration or any government agency. Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stocks markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of LifeGoal Wealth Advisors and should not be regarded as personalized investment advice or a reflection of the performance of LifeGoal Wealth Advisors or its clients. Nothing herein is intended to be a recommendation or a forecast of the market conditions. Rather it is intended to illustrate a point. Current and future markets may differ significantly from those illustrated here. Not all past forecasts were, nor future forecasts may be accurate as those predicted herein.