Client Financial Questionnaire

In order to properly establish a new client engagement, please complete our CD Wealth Management Discovery Workbook as thoroughly as possible. The workbook is designed to cover the quantitative aspects of your finances. This will provide us with an opportunity to spend a considerable portion of the data-gathering process discussing the more qualitative issues that will ultimately play a critical role in influencing our planning decisions.

Click here to download the CD Wealth Management Discovery Workbook