Prospective Client Questionnaire

Thank you in advance for considering DJH Capital Management for your financial planning and advice needs.

Since we care very deeply about the results we get for our clients, we protect the experience by enforcing a waiting list. This us allows us to not exceed our capacity.

Please understand that if you are receiving this questionnaire to complete, you are "in the queue". Please be respectful of others that are behind you by: (1) thoroughly and honestly completing this information, and (2) coming to a decision about moving forward sooner rather than later.

This just ensures that we can give our attention to all prospective clients that require it.

IMPORTANT NOTES:

1. In order to avoid wasting valuable time, questionnaires not completed at least 72 hours prior to our meeting will result in meeting cancellation. THEREFORE, COMPLETE THE FORM BELOW AS SOON AS POSSIBLE.

2. We highly recommend viewing our services presentation before our meeting. It allows more time to focus on YOUR needs during the meeting!😀 Click here to view

3. The fee we charge for a comprehensive financial plan begins at $4,000. This is a one-time fee paid when you decide to move forward with our services. If you don't require that, we are willing to engage with you in a narrower scope or "project-based" plan.

4. We prefer you have 60-75 minutes set aside for the discovery session and be in front of a computer with camera for the video meeting. If this will be a problem please let us know beforehand. You will be given a copy of the recording after we are done.

If you fully understand the above, we invite you to complete the following questionnaire.

Sincerely,

Dominique Henderson, CFP
Founder

Email *

Have you read the "important notes" from above? *

Yes

Employment information

What is the name of your employer or business? *

What type of work do you do? (Alternatively, you can paste your LinkedIn profile in this space) *

Risk Tolerance Questionnaire

This is optional at this point, but will need to be completed if you decide to hire us to prepare a comprehensive financial plan.

You can access the risk questionnaire via this link: https://forms.gle/NSwdwE3ETwwj3pcS7. (Don't worry, if you click the link it will open in a new window so you won't lose your work 😂)

NOTE: You need to complete this if you want us to look at your financial statements and/or provide recommendations.

You can securely transfer data via this form. There is a 5GB limit on whatever you send over.

Statement Dropbox