P
The
Pitti Group
Wealth Management

Discovery Questionnaire

The Pitti Wealth Management
Discovery Questionnaire

We believe great planning starts with understanding what matters most to you. This brief questionnaire helps us learn about your financial goals, current circumstances, and the kind of guidance you're looking for — so we can tailor our advice to your unique path forward.

Your responses are completely confidential and will only be used to prepare for your upcoming consultation.

Question 1 of 10

How did you hear about us?*

Please select an option.

Question 2 of 10

What services are you interested in?*

Please select at least one service.

Question 3 of 10

Roughly how much do you currently have saved or invested?*

Please select an option.

Question 4 of 10

Are you currently working with a financial advisor?*

Please select an option.

Question 5 of 10

What type of advisor relationship are you looking for?*

Please select an option.

Question 6 of 10

What are your top 2–3 financial goals right now?*

Please share your financial goals.

Question 7 of 10

What are your top 2–3 financial fears right now?*

Please share your financial concerns.

Question 8 of 10

What does financial success look like for you in the next 5–10 years?*

Please describe your vision of success.

Question 9 of 10

What are you hoping to gain from our conversation?*

Please share what you're hoping to gain.

Question 10 of 10

How soon are you looking to take action on this?*

Please select a timeframe.

Your contact information

So we know how to reach you before your consultation.

Your information is encrypted and kept strictly confidential.
A member of our team will be in touch within one business day.

Thank you for sharing.

We've received your questionnaire and will review your responses carefully before our conversation. A member of the Pitti Group team will reach out within one business day to confirm your consultation details.

We look forward to speaking with you.