Prospective Client Inquiry | Greenwood Gearhart

Privacy Statement
Greenwood Gearhart uses the following information to best help your financial needs. The firm will not publish or make public any of the information provided by you within this survey. All contents of the survey are confidential to members of the Greenwood Gearhart team and will remain as such. If you have any questions about the survey before beginning, do not hesitate to reach out at (479)-521-5353. Thank you for your time.
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Please provide us with your name.*
First Last
What is your age?*
What's your email address?*
What's your phone number?*
Do you prefer that we communicate with you by phone or email?*
- Phone
- Email
Employment Status*
Provide your employer's name and title of your current role.
Are you married?*
- No
- Yes
What's your spouse's name?*
First Last
What is your spouse's age?*
Employment Status*
Provide your spouse's employer's name and title of their current role.
Investable Net Worth*
Includes bank savings, retirement accounts (401k, IRA), brokerage accounts, vested company stock, custodial and education accounts, and other liquid assets.
Total Net Worth*
Includes home, personal property, bank, retirement and brokerage assets, rental property, business interests and private investments.
If you feel comfortable sharing, please list any investment accounts you have and approximate values.
Examples: IRA, 401(k), bank accounts, trust accounts, and brokerage accounts
If you feel like providing any specific context for our discussion, feel free to use this section to make any comments.
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