RFD Client Intake Form – Robinson Family Dynasty Enterprises (RFD) LLC

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RFD Intake Form

Notify

First Name

Last Name

Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Email

• Preferred Method of Communication

Phone

Email

Text

• Family Overview- Martial Status

Single

Married

Partnered

Other

Household Members (Names and Ages)

• Do you currently hold regular family financial meetings?

Yes

No

Financial Snapshot-Please list Primary Income Source(s)

Monthly Household Income:

Assets

Checking/Savings Accounts

Retirement Accounts (401k, IRA, etc.)

Real Estate

Business Ownership

Investments (stocks, Bonds, Crypto, etc.)

Other assets

Liabilities/Debt

Mortgage

Student Loans

Credit Cards

Auto Loans

Other Debts

Banking and Financial Access-check all that apply

Do you have a bank account?

Do you use direct deposit?

Do you have a relationship with a financial institution?

Have you even been unbanked?

Financial Goals and Vision- What are your short term goals? (0-2 years)

Financial Goals and Vision- What are your mid term goals? (3-5years)

Financial Goals and Vision- What are your long term goals? (Generational Wealth and Legacy)

Wealth Building Interests- Select all that apply

Budgeting & Financial Planning

Credit Building/Repair

Homeownership

Real Estate Investment

Entrepreneurship/Business Development

Retirement Planning

Estate Planning (Wills, Trusts, etc.)

Insurance & Risk Management

Financial Education for Children (“Junior Executives”)

Legacy Planning Select all that apply

Do you currently have a will or trust?

Have you designated beneficiaries on your accounts?

Do you have a plan for transferring wealth to the next generation?

What does legacy mean to you and your family?

What are your biggest financial challenges?

What has prevented you from achieving your financial goals?

Readiness and Commitment: On a scale of 1-10, how committed are you to building generational wealth?

Are you willing to implement recommended strategies?

Are you open to family participation in the process?

What motivated you to seek RFD consulting services?

What outcomes would make this experience successful for you?

Consultation Deposit A non-refundable $25 consultation deposit is required when this intake form is submitted. The deposit demonstrates your commitment to beginning the consulting process and will be applied in full toward the cost of your first scheduled generational wealth consulting session with RFD Enterprises, LLC. The deposit is not an additional fee. If you choose not to schedule or attend your first session, the $25 deposit will be forfeited and will not be refunded or transferred. Completion of this intake form does not guarantee acceptance as a client. RFD will review the information provided and contact you regarding next steps.

I acknowledge and agree to the $25 non-refundable consultation deposit policy.

Consent & Acknowledgment I understand that RFD Enterprises provides referrals to financial education, generational wealth consulting, and referrals to appropriate professional services. I acknowledge that I am responsible for my financial decisions, agree to actively participate in the process, and confirm that the information provided in this intake form is accurate to the best of my knowledge.

I acknowledge and agree

2389 Main St. Ste 100, Glastonbury, CT 06033 US

admin@rfd-enterprises.com

(475) 315-3464