• All information transmitted to Caratel is encrypted using SSL (Secure Sockets Layer) protection – a protocol that transmits your information to Caratel via a secure, encrypted connection. All information provided by you on this questionnaire is held in the strictest confidence.

  • Personal Information

  • Asset Information

  • Please estimate the value of the following:

  • Liability Information

  • Income/Expense Information

  • Fill in your previous three years pre-tax income:

  • Income Tax Information

  • Insurance Information

  • Estate Information

  • Business Ownership Information

  • Investment Profile

  • Goals and Objectives

  • Retirement Information

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  • Miscellaneous Information

  • Thank you for taking the time to complete Caratel's Preliminary Financial Planning Questionnaire. Upon receipt and review you will be contacted to schedule a no-cost initial consultation.