Financial Consulting

Financial Consulting

If you want to improve your personal financial situation and get a financial plan and investment strategy, then Norman’s team can help you with that. Norman will work with a selected number of individuals and will advise them on how to invest their money.

Norman has been a financial advisor for more than 20 years and has personally consulted over 3000 clients.

Step 1: Fill out financial planning questionnaire
Step 2: Either Norman or a financial consultant / stock broker will contact you
Step 3: Analysis and development of financial plan and strategy for client
Step 4: Recommendation of products (investments, insurances, etc.)

Part of service:

The investment analysis is free if the client chooses to work with the financial advisor. Otherwise there is a fee depending on the workload / time spent for the analysis.

Benefits of financial planning and consulting

 

Norman can help you with the following things:

 

NORMAN CAN HELP YOU WITH

Financial
Planning

Investment
Consulting

Opening up
Investment Accounts

Advice on optimizing
your Investment Portfolio

Analysis of
Financial Situation

Fill out the Financial Planning questionnaire

Fill the form that appears below. Press ‘Send’ and after a few days either Norman or a financial consultant / stock broker will contact you and offer you an analysis and a suggested development of a financial plan and strategy based on your personal situation. This includes an extense analysis of your financial situation and several recommendations of products. The investment analysis is free if the client chooses to work with the financial advisor. If instead you want to work directly with Norman, there is a fee depending on the workload / time spent for the analysis.

Contact Information


INVESTMENT STRATEGY

What are your goals and objectives? Please check the five most important boxes:

Risk Tolerance

Check the boxes next to the statements that most accurately reflect your attitudes about investing:



I would consider myself as a:




Investment Experience





Investor Profile


Investment Models Very Conservative Conservative Moderate Aggressive Very Aggressive
Cash % % % % %
Income % % % % %
Growth and Income % % % % %
Growth % % % % %
Private Equity % % % % %



Assets

Bank Accounts

Type of Account Owner Balance
Checkings $
Savings $
Other $


Investment Accounts

Type of Account At Owner Balance
$
$
$
$
$


Retirement Accounts

Type of Account At Owner Balance
$
$
$
$


Educational Assets

Name and Type of Account Owner Beneficiary Balance
$
$
$
$


Real Estate

Name of Property Personal/Investment Owner Value
$
$
$
$
$
How much pre-tax income do you receive each year from your investment properties? $
Do you plan to sell one (or several) of these real estate properties with the proceeds used for retirement? If yes, which one(s)? $


Business Ownership

Name of Business Owner Business Type Your Share
$
$
Do you plan to sell your business in order to create retirement assets? Yes No
If yes, in what year (approximately)?


Bank Accounts
Investment Accounts + $
Retirement Accounts + $
Educational Assets + $
Real Estate + $
Business Ownership + $
TOTAL ASSETS = $

Liabilities

Mortgages

Mortgages Balance Remaining Term Remaining Interest Rate
$ %
$ %
$ %
$ %
$ %


Other Debts

Type of Debt Balance Remaining Interest Rate
Vehicles $ %
Credit Cards $ %
Student Loans $ %
$ %


Mortgages $
Other Debts + $
Total Liabilities = $


Total Assets $
Total Liabilities + $
NET WORTH = $


Private equity allocation of your portfolio

Of your total net worth how much do you have allocated into Private Equity today? $ %
Based on the analysis how much should you be investing into Private Equity? $ %

Personal background information (You)

General Information

Female Male

Home Address


Employment

Personal Background information (spouse/partner)

General information


Home Address

If your home address is the same as above, please leave the fields empty.

Employment



Family Members

Full Name Dependent? Relation Social Security Number Birth Date (mm/dd/yyyy)


Private equity process and financing rounds

Based on your assets, what amount would you be able to invest? $
If I was able to find an appropriate Private Equity investment for you, would you be interested in looking at it?
If I was able to show you the benefits of this investment, would you be willing to consider investing?


Referrals are our business

Name Address Cell Phone Work Phone Email:


Additional Information




Get in Touch

Contact Us

Please don't hesitate to contact us if you have any questions. We are here to help and to give you more information so that you can make a better decision without any pressure. We very much look forward to hearing from you.

Download Our FREE PDF

If you need more detailed information about our products and services, please download our free PDF brochure. It contains detailed production descriptions, explanations, benefits, prices and payment options.

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