New Client Questionnaire Quantum Financial Advisors 51 Monroe St, Suite 1902, Rockville, MD 20850 Tel: +1 301-296-6203 | Fax: +1 202-955-9204 | Web: QFAInc.com Basic Information Full Name Contact Number Email Address Residence Address Personal Information Date of Birth Marital Status Unmarried Married Divorced Widowed Number of Dependents (Children) Home Ownership Do you own a home? Yes No Mortgage Interest Rate (if applicable) Financial Holdings Do you have existing investment accounts? Yes No Current Individual Annual Income (prior year) Household Annual Income (prior year) Financial Goals What are your primary financial goals? Do you have any specific financial concerns or challenges? Risk Tolerance On a scale of 1 to 10, how would you rate your risk tolerance? 1 2 3 4 5 6 7 8 9 10 Additional Information Are there any other financial or investment-related topics you'd like to discuss?