Gurtej Varn
Financial Planner
White Coat Financial

Your Name

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This questionnaire is meant to give us some baseline information about you to help ensure the appointment is as productive as possible. It will take approximately 3-5 minutes to complete.

During our initial appointment, we will be doing two things - understanding your current financial situation & learning more about your financial goals.

In order to have a productive discussion, we will need to know some basic financial information about your income, expenses, assets, insurance, mortgages, debts, and more. Now would be a good time to gather all of that basic data and have it ready for our appointment.

Once we get the numbers out of the way, we'll talk about the important stuff, like your values, family, career, financial goals, and future plans.

If you have any questions or concerns, please contact us directly via phone at (604) 339-5049 or via email at [email protected]

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