Planning Questionnaire

Want to be considered for addition as the newest client of Hawkes Fee Only Advisors? Please complete the following form. It will be encrypted and delivered directly to us.

We will review the data, do some preliminary analysis, and contact you with questions and perhaps to schedule an appointment. We will also ask you to remit supporting documents at that time.

Remember that acting as your fiduciary requires us to know your circumstances thoroughly, which requires disclosure, that’s why we must ask a lot of questions.

Also, not everyone is suitable for our methods of planning and investing, so it saves us both time if we do some information-gathering first.

We do this to act in your best interest, and your information is held in strict confidence.

Click here to complete our questionnaire