Prospective Client Questionnaire

Should you wish to work with Godfrey Financial Associates, please note that at this time we are requiring a minimum threshold of $100,000. We maintain this threshold to ensure we can service our clientele in a manner they deserve.

Name

First Name

Last Name

Phone

(###)

###

####

Please contact me via:

Phone

No Preference

How did you hear about Godfrey Financial Associates?

What prompted you to contact us? Specifically, what financial concerns/needs would you like addressed?

What are your investable assets, including 401(k)s, 403(b)s IRAs, NYS Deferred Compensation, Cash balance accounts?

Do you have any major debt, such as student loans, a mortgage, credit card debt, etc.?

How close are you to retirement, in years?

On a scale of 1-10, where would you place your tolerance to risk, with a 10 being the most risky?

Quick Links

Godfrey Financial Associates is a female-owned fiduciary financial planning firm located 5 miles south of Albany, NY in Delmar, NY. Our independent financial advisors provide a full menu of financial planning services, with a special focus on helping women plan for their financial future.

(518) 767-2574

797 Route 9W, Glenmont, NY 12077