Retiree Discovery Questionnaire

Comprehensive Financial Planning Information

Truesdell Wealth Management

Family Office Services for Retirees

📧 paul@truesdellwealth.com | 🌐 www.truesdellwealth.com

This questionnaire helps us understand your complete financial picture, goals, and needs to provide you with comprehensive family office services tailored to your retirement.

Personal Information

First Name *

Middle Name

Last Name *

Date of Birth *

Social Security Number

Driver's License Number

Contact Information

Street Address *

City *

State *

ZIP Code *

Date of Residence

Email *

Cell Phone *

Landline

Spouse/Partner Information

First Name

Middle Name

Last Name

Date of Birth

Social Security Number

Driver's License Number

Cell Phone

Health & Lifestyle

Overall Health Status

Tobacco Use

Current Medications/Health Conditions

Lifestyle & Activities

Retirement Goals & Objectives

Primary Financial Goals

Financial Concerns

Legacy Planning Goals

Retirement Date (if not already retired)

Estimated Years in Retirement

Assets

Liabilities & Debt Obligations

Income Sources

Monthly Expenses

Children & Grandchildren

Professional Contacts & Service Providers

Track all your important professional relationships, medical providers, and home service contacts