Issues To Consider As A New Client

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Updated 12/1/2023

A client’s initial experience in working with you is very important. It sets the stage for what the client should expect in the future. One way to enhance the initial experience is to ask the right questions to identify planning opportunities.

In this checklist, we focus on important questions to ask to identify possible planning opportunities for a new client. Some examples include the following:

Future (or recent) life events
Family structure and impact of previous marriages
Saving or distribution strategies
Cash levels that exceed FDIC limits
Debt to income ratios for future lending purposes
Future inheritances or expenses related to caring for a loved one

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