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

    Client 2 Contact Information (optional)

    Home Contact Information

    Business Contact Information (Client 1)

    Business Contact Information (Client 2)

    Which method of written communication do you prefer?

    Where do you prefer to be contacted by telephone?

    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.

    What are your expectations of your financial advisor? (Please indicate if you have worked with a financial planner or an advisor previously.)

    Have you articulated any short-term or long-term financial goals? If so, please briefly describe.

    Please describe your life situation in ten years?

    Is there anything specific you would like to discuss during our initial consultation?