New Client Intake

Tell us about your financial picture.

This information helps us prepare a meaningful first conversation. Take your time — you can be as detailed or high-level as you're comfortable with. Fields marked * are required. Your information is never shared and is used solely to prepare for your consultation.

1. Personal

2. Income

3. Investments

4. Retirement

5. Real Estate

6. Insurance

7. Estate

8. Goals

Personal Information

Primary applicant

First Name *

Last Name *

Date of Birth *

Email Address *

Phone Number

City

State

Marital & Family Status

Marital Status

Number of Dependents

Income & Employment

Combined household

Primary Applicant

Employer / Company

Job Title

Employment Status

Annual Gross Income

Bonus / Variable Comp

Other Income Sources

Rental Income (annual)

Social Security (annual)

Pension (annual)

Other Income (describe)

Equity Compensation

RSUs (vested value)

Stock Options (est. value)

ESPP Participation

Investment & Brokerage Accounts

Non-retirement accounts

Include individual, joint, and trust accounts held at brokerage firms. No account numbers needed — institution name and approximate value is sufficient.

Cash & Bank Accounts

Checking (total)

Savings / HYSA (total)

Money Market / CDs

IRA Accounts

Employer Retirement Plans

401(k), 403(b), 457, pension, etc.

Include current employer plans as well as any old plans from previous employers you haven't yet rolled over.

Retirement Timeline

Expected Retirement Age

Estimated Monthly Expenses in Retirement

Currently Contributing?

Real Estate

Primary residence & investment properties

Primary Residence

Own or Rent?

Estimated Home Value

Investment Properties

Include rental properties, vacation properties, commercial real estate, or land holdings.

Insurance Coverage

Current policies

Life Insurance

Disability Insurance

Have Disability Coverage?

Monthly Benefit

Provider

Long-Term Care Insurance

Have LTC Coverage?

Provider (if yes)

Other Insurance Notes

Anything else about your insurance we should know?

Estate Planning

Existing documents & intentions

Existing Documents

Which documents do you currently have in place?

Will

Revocable Living Trust

Irrevocable Trust

Durable Power of Attorney

Healthcare Directive

None in place

Year Documents Last Updated

Estate Attorney (if any)

Beneficiaries

Primary Beneficiaries

Are beneficiary designations current on all accounts?

Estate Planning Goals

What are your main estate planning goals or concerns?

Goals & Priorities

In your own words

What Matters Most

What are your top 3 financial priorities right now?

What concerns you most about your current financial situation?

Previous Advisor Experience

Have you worked with a financial advisor before?

If yes — what made you look for a new advisor?

How Did You Find Us?

How did you hear about Alta Financial Group?

Anything else you'd like us to know?

By submitting this form, you authorize Alta Financial Group to use this information to prepare for your consultation. Your information is never sold or shared with third parties. Alta Financial Group is a registered investment advisor and fee-only fiduciary.

✓

Thank you, .

Your intake form has been submitted. Hooman Altafi will review your information and reach out within one business day to schedule your consultation.

In the meantime, download your personal summary as a PDF to keep on file.

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