Client Questionnaire

I would be delighted to have you as a client. It won't take long to fill out the questionnaire and it helps me get up to speed quickly on your financial situation.

Client Questionnaire in Adobe Acrobat (PDF) Format
Client Questionnaire in Microsoft Word Format

Once your questionnaire is complete, please return it via Facsimile (303.321.1242), or email us. You will be ready for your complimentary 45–minute introductory session and we will have the opportunity to meet each other and determine the best way to accomplish your goals.

PDF files require Acrobat Reader^®. If you do not have this program, download it free from Adobe.

Financial Planning FAQ:

How is Sigman Financial Fitness^® different from most financial planners?

"Lauren showed us that, thankfully, financial planning doesn’t have to be a slow, arduous process. She dug through some amazingly complex financial data to get a game plan going quickly."