Client Intake Form

Completing this form is not required. However, by providing this information before your call, our team will be better prepared to make the most of your time during the conversation. This will ensure you have a more valuable and efficient experience.

Personal Information

  • Name
    • First: ________
    • Last: ________
  • Email: ________
  • Phone: ________

Marital Status

  • Are you currently married?
    • Yes
    • No

Asset Information

  • Estimated value of your digital asset portfolio?

    • Under $100,000
    • $100,000-$499,999
    • $500,000-$999,999
    • $1,000,000+

  • Estimated value of other traditional assets? (Retirement, Stocks, Bonds, etc)

    • Under $100,000
    • $100,000-$499,999
    • $500,000-$999,999
    • $1,000,000+

Investment Plans

  • Do you plan to take profit during the next market cycle?

    • Yes
    • No
    • Not certain

  • What are your long term plans for yourself & your family?

  • What are your long-term plans for your investments? Passive income? Philanthropy?

Verification

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