There is an old saying in the computer industry, "Garbage in garbage out". This saying also applies to many other industries including financial services. It is critically important to base financial recommendations on accurate information. Gaining this level of information requires an environment of trust through confidentiality. 

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Below is the "Nexus Confidential Client Questionnaire". As a part of our process, we have every client complete the form to the best of their ability. When and if we determine during our first meeting that we will establish a professional relationship, then we will review the information together for clarity and greater detail. Until that time, you will keep ownership of the Confidential Client Questionnaire. 

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Please complete the questionnaire to the best of your ability and print it out for your records and for our discussion. Please bring a copy of the completed questionnaire to our meeting in preparation for our discussion.