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SDR Wealth Solutions
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Client Assessment Form

We're excited to learn more about your goals and needs. Please complete our Client Assessment Form to help us better understand your specific needs and provide you with tailored services. We're here to help you succeed!

Language
  • English (US)
  • Spanish (Latin America)

  • Personal

    Tell us about yourself and your family.
  • / /
    Pick a Date

  • Spouse/Partner

    Tell us about yourself and your family.
  • / /
    Pick a Date

  • Children

    Tell us about yourself and your family.

  • Goals

    Tell us about your current and future goals.

  • Average Net Monthly Income

    Tell us about your AVERAGE monthly income after taxes.

  • Real Estate

    Tell us about your properties, if any.

  • Debts

    List any outstanding debts other than mortgages. This includes car loans, student loans, credit cards, personal loans, business loans, etc. Include AVERAGE monthly amounts where possible.

  • Savings/Investments

    Tell us about your financial assets such as checking, savings, or investment accounts.

  • Life Protection

    Tell us about your life insurance policies, if any.

  • Upcoming changes

    Tell us about any upcoming changes, if any.

  • Almost done...

    Thank you for taking the time to complete this valuable information. You are on your way to changing your life for the better! Press the Submit button below to complete the process.
  • Should be Empty:

Download a printable version (English).

Descargue una versión imprimible (español).

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