New Client Questionnaire
PreciseFP encrypts data on different levels, to ensure the highest level of protection. The encryption of data starts with a secure connection to and from their servers, via 256-bit SSL encryption. Data is further encrypted at rest and stored in secure databases.
If you would like to take the next step in working with Benchmark, please complete the form below.
Your financial plan will provide you with a full understanding of your current situation and overlay the goals and objectives important to you. The wealth planning process begins with obtaining a thorough understanding of your current financial condition through a review of your most recent financial information.
You can find the type of information needed in our Data Request and Cash Flow lists which can be completed in two ways. Please choose the option that is most convenient for you.
1. Electronically (preferred): Click the link in the email you received from us, which will prompt you to enter your email address and a PIN contained in that same email communication. If you did not receive this information, please contact us at firstname.lastname@example.org. Once you start the form you will be able to use your login credentials to access it again in the future if you don’t complete the data request in one sitting. This electronic form will allow you to securely provide Benchmark with electronic copies of your statements and/or provide you the ability to key in financial information and notes.
2. Paper: If you prefer, we can mail you our fact finder to be filled out by hand. When you are finished you can scan, mail, or drop your completed Fact Finder by our offices.