Discovery Form Name* First Last Spouse's Name (if applicable) First Last Address* Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Email* Spouse's email (if applicable) Phone Number*Date of Birth* Month Day Year Spouse's Date of Birth (if applicable) Month Day Year Estimated household income* Occupation* Spouse's occupation (if applicable) Describe any specific financial concerns*Describe any significant financial changes you expect in the next five years*Describe any major expenditure(s) you plan to make in the next five years*Are you satisfied with the amount you have available for savings and/or investments each month?*Are you currently maintaining a retirement fund or is one being maintained on your behalf (and/or spouse, if applicable)?*How much emergency fund or cash reserve do you keep?*Describe your current debt situation*IRA account(s):* 401(k), 403(b), 457, etc. account(s):* Individual/joint brokerage account(s):* Other account(s):* How much life insurance do you (and your spouse, if applicable) have?*Do you (and your spouse, if applicable) have disability income insurance?*Do you (and your spouse, if applicable) have long-term care (nursing home) insurance?*How much personal liability (umbrella) insurance do you have?*Do you have college funds for your children or grandchildren? If not, is this something you plan on doing?*At what age do you (and your spouse, if applicable) expect to retire and/or be financially independent (if not currently)?*Do you have estate planning documents (i.e. last will and testament, durable power of attorney, living wills, etc.)?*If yes, when did you last review and/or update those documents?*Are you satisfied with the diversification and performance (growth and income) of your current investments?*Are you satisfied with the extent to which you have been able to minimize your taxes?*Who prepares your taxes?*Do you currently have a financial advisor?*If not, have you worked with a financial advisor before?*How did you hear of Windward?*InternetSeminar/WebinarNAPFAReferral (If so, who? Please indicate below)Other (Please explain below)Comments on how you heard of Windward: Is there anything else you want us to know?CommentsThis field is for validation purposes and should be left unchanged. Δ