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 (RIA) registered with the U.S. Securities and Exchange Commission (SEC). Lower fees for comparable services may be available from other sources. Sabrina Scott is an Investment Advisor representative of William Joseph Capital Management, LLC. Red Feather Financial and its representatives provide insurance services separate from William Joseph Capital Management LLC. Red Feather Financial is not affiliated with William Joseph Capital Management LLC.