Initial Consultation Form

Initial Consultation Form

Basic Information

Contact Information

Employment Information

Other Sources of Income

In the last six months, including part-time job, 401(k) withdrawals

Other Sources of Income

Child support, unemployment, worker’s comp, maintenance



Do you own real property, including timeshares


Other Titled Assets

Do you have any other liquid assets, retirement accounts, stocks, bonds, money in the bank
(including joint accounts with other people), 401(k)/IRA, etc.


(Note – if your tax refunds get direct deposited into a bank account where you owe $$ to the bank and are not current, they can take it)

Do you have a bank account