Client Financial Questionnaire
This document provides a structured overview for gathering essential financial information from clients. It is intended to support accurate assessment, planning, and service delivery while maintaining strict privacy and data handling standards.
Purpose and scope
- To collect timely, accurate financial information necessary for assessment, planning, and recommendation.
- To establish a baseline of the client’s financial position, obligations, and goals.
- To support compliance with applicable laws, regulations, and internal policies.
Click to Get Started
We have created a comprehensive questionnaire to help us best help you before we have a meeting.
- Please fill out the form and submit. https://forms.gle/d6ADyggLY3kouC5b8
- Then create a calendar meeting https://koalendar.com/e/Meet-with-Michael-Sparks
To learn if you would be a good fit for our company ask yourself these questions.
If you answered “Yes” to 7 or more: You may be an excellent candidate to explore the Infinite Banking Concept. The next step is to see how the numbers would work specifically for you.
- Do you want to have more control over how you save, borrow, and use your money?
Y/N - Do you regularly save money beyond what you need for your immediate expenses?
Y/N - Would you like your money to serve more than one purpose while you’re alive?
Y/N - Do you expect to make large purchases or investments in the future—such as vehicles, real estate, education, or business investments?
Y/N - Are you comfortable thinking long-term rather than looking for a quick financial result?
Y/N - Would you like to build a financial asset that you can access without having to ask a bank for permission?
Y/N - Do you like the idea of recapturing some of the interest you currently pay to banks or other lenders when borrowing money or taking loans?
Y/N - Are you willing to consistently save/fund a financial strategy over your working years?
Y/N - Do you value leaving a legacy to your children/grandchildren as part of your overall financial plan?
Y/N - Would you be interested in learning how properly structured The Infinite Banking Concept could function as a personal banking system?
Y/N - Are you willing to invest time to fully understand how this concept can help you take more control over my financial life by reading the book Becoming Your Own Banker by R. Nelson Nash?
Y/N - Would you value a long-term client / advisor relationship to help you understand, implement and manage your wealth building process?
Y/N
If you answered “Yes” to 7 or more: You may be an excellent candidate to explore the Infinite Banking Concept. The next step is to see how the numbers would work specifically for you.
Set up an appointment either in person or over web conference to see if we are a good fit to work together. We have over 13 years of experience personally and professionally helping people implement this concept into their financial plan. We work with individuals, families business owners and real estate investors.
Data collection and privacy
- Data is collected with the client’s consent and used solely for the stated purposes.
- Personal information, financial details, and documentation are stored securely and protected from unauthorized access.
- Clients will be informed of any changes to data use practices and may request access, correction, or deletion where permissible.