Client Intake Form

Thank you for choosing GiBo Financial!

Please complete this form at least 48 hours before your scheduled appointment so we can prepare properly for your session.

All information shared is confidential and used only to provide you with accurate financial guidance.

Thank you for choosing GiBo Financial!

Please complete this form at least 48 hours before your scheduled appointment so we can prepare properly for your session.

All information shared is confidential and used only to provide you with accurate financial guidance.

SECTION 1 — Personal Information

SECTION 2 — Income & Expenses

SECTION 3 — Assets & Savings

SECTION 4 — Debts & Liabilities

SECTION 5 — Business Information

SECTION 6 — Goals & Priorities

SECTION 7 — Retirement & Future Planning

SECTION 8 — Tax Information

SECTION 9 — Tax Information

SECTION 9 — Financial Mindset & Preferences

SECTION 8 — Financial Mindset & Preferences

SECTION 10 — Final Question

SECTION 8 — Financial Mindset & Preferences