PanBridge Client Intake

Before We Meet

A few questions to help me understand your situation and goals ahead of our conversation. Takes about 5 minutes — skip anything you're not sure about.

1Your information

So I know who I'm meeting with.

Full name * Email * Phone Preferred meeting date/time (optional)

2Your situation

Rough numbers are fine — we'll refine these together.

Current age Target retirement age (if you have one in mind) Approx. current investable assets ($) Approx. annual savings/contribution ($)

3Your goals

What brings you to PanBridge?

Which services are you interested in?

Portfolio Reviews & Second Opinions Investment Strategy Consultation Risk & Diversification Analysis Retirement & Education Account Guidance

Desired annual retirement income (today's dollars, if you have a number in mind) Anything specific you'd like to discuss?

4Risk tolerance

How you'd react to market ups and downs.

5Current investments (optional)

If you know your rough current mix, share it — otherwise skip and we'll go over it together.

I'll discuss my current investments during our meeting instead

Please add your name and email before continuing.

Your answers are sent directly to PanBridge Capital Advisory by email when you click send on the next screen — nothing is stored anywhere else.

Review your answers

This is what will be sent. Click "Open Email to Send" to deliver it — your email app will open with everything filled in, just hit send there.

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