Munn Wealth Discovery Form

Thank you for your interest in Munn Wealth Management. We consider it a privilege that you are considering us for your wealth management needs.  This is our Discovery Form, which we have designed to help you prepare for our time together,  and will serve as a guide for our first meeting.  Please take a few minutes to answer the following questions and gather the documents listed. If you would prefer not to discuss your personal financial details until you have had the opportunity to meet us and learn about our team and process, we are more than happy to accommodate your preferences.

 

Please complete the form below

Name *
Name
Phone *
Phone
How did you hear about our team?
Please write any specific questions you would like us to cover during our time together.
Values
At Munn Wealth we want to empower our clients for lives of significance!
If yes, which specific areas of your finances?
Wealth Management
I have identified short and long term goals for the future.
I am confident I am on track to meet all my goals.
I would like certain goals to be visually tracked so I can follow my progress.
I would like to integrate debt reduction into my personal plan
I am interested in a review of my insurance coverages to identify areas where I am under-insured, over-insured, or paying too much to protect against my death, disability and long-term care risks.
I am interested in a review to minimize my taxes.
I would like to integrate charitable giving into my personal plan.
I know to whom and how I would like my estate distributed and have the planning in place to do so.
Financial
I have a thorough understanding of my investments.
I desire to know more about my investments.
My past investing experiences have been successful.
I am seeking professional management of my investment portfolio.
What would be a successful investment result over a 5 year period?
Excluding vehicles, real estate, etc.
Are you more concerned with risk or return?

Items to bring to our first meeting:

• Recent statements for all financial accounts, including IRAs, 401(k) plans, pensions, bank accounts, etc.

• Recent statements for any life, disability or long-term care insurance contracts

• Recent Social Security statement (Available at www.SSA.gov)

• Your most recent tax return