Pre-Planning Questionnaire

Please use the Pre-planning questionnaire to provide us with the financial and health information we need to begin our analysis.

There are 2 versions available for download.

One can be printed out to complete by hand.

The other is one that can be opened and edited on your computer.

Once complete, please return to our office via the client portal, emailĀ, or fax at 678-715-3212. Please also provide us with copies of your financial statements.

Investment Advice offered through William Joseph Capital Management, LLC, a registered investment advisory firm headquartered in the State of CT and registered in CT, NC, GA, TX, and FL. Additional services offered through non-affiliated companies. | Lower fees for comparable services may be available from other sources. | PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE PERFORMANCE OR RESULTS | NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE |NOT A SOLICITATION TO BUY OR SELL ANY SPECIFIC INVESTMENT, STRATEGY, OR SECURITIES. Red Feather Financial offers services separate from William Joseph Capital Management LLC through Red Feather Financial. Red Feather Financial is not affiliated with William Joseph Capital Management, LLC.