Retiree Discovery Questionnaire
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Truesdell Wealth, Inc.

Investment and Wealth Advice and Management

A true fiduciary-based investment advisor

Retiree Discovery Questionnaire

Comprehensive Financial Planning Information

Personal Information

Contact Information

Spouse/Partner Information

Health & Lifestyle

Retirement Goals & Objectives

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