Pre Consultation Request Form

Thank you for the trust and confidence you have placed in Seneschal Advisors, LLC by scheduling an Initial Consultation. The purpose of an Initial Consultation is to determine if there is a good fit between your needs and our services. Accordingly, you will not be charged for the time we spend together.

In addition to basic contact information, the information you provide will help us respond more directly to your questions and concerns as well as comply with regulatory requirements. Please take a few minutes to review and respond.

Rest assured that the information you provide in this Information Request will be used only for the purpose of determining if there is a good fit between us. All information will be kept confidential.For your information, a copy of Seneschal Advisors, LLC Privacy Notices can be viewed here.

Please provide the following information so that we can communicate in accordance with your preferences:

Client 1 Contact Information

Full Legal Name*
Nickname
Marital Status*
Date of Birth*
Citizenship*

Client 2 Contact Information (optional)

Full Legal Name
Nickname
Marital Status
Date of Birth
Citizenship

Home Contact Information

Home Street Address*
PO Box
City, State, Zip Code*
Home Phone*
Mobile Phone 1*
Mobile Phone 2
Email 1*
Email 2

Business Contact Information (Client 1)

Employer/Business Name
Employer/Business Address
Employer/Business PO box
Employer/Business City, State, Zip Code
Main Phone
Direct Line
Mobile Line
Fax Line
Email
Web Site

Business Contact Information (Client 2)

Employer/Business Name
Employer/Business Address
Employer/Business PO box
Employer/Business City, State, Zip Code
Main Phone
Direct Line
Mobile Line
Fax Line
Email
Web Site

Which method of written communication do you prefer?

US Post:

Email:

Where do you prefer to be contacted by telephone?

Select Phone

We do not include personal identification information in e-mails (e.g., Social Security numbers, account numbers).

Who referred you to Seneschal Advisors, LLC?

Planning Concerns & Expectations

What is it that brings you to the point of seeking a financial advisor?

Are you going through a major, life-stage transition (e.g., retirement, divorce, death of a spouse) at this time or do you anticipate doing so in the near future? If so, please briefly describe.