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Financial Advisory Client Intake Form | DHJJ Financial Skip to main content

Financial Advisory Client Intake Form

Fill out the form below and one of our advisors will be in touch.

When Should I Switch From Managing My Own Investments To Utilizing The Services Of A Financial Advisor?
We’re excited you’re here! Before we begin, we need to get a clear picture of your current financial situation. Together, we can come up with a plan that includes your goals and financial objectives.

    Personal Information




    Financial Situation

    How much do you have (approximately) in the following areas?






    DHJJ Financial Advisors are fiduciary, fee-only, AUM advisors specializing in ongoing advisory relationships. For this reason, DHJJ Financial Advisors does not offer hourly planning.

    DHJJ Financial Advisors Fee Structure.

    A Few Questions