Old North State Wealth Data Gathering Form

Please take a few minutes to fill out the Data Gathering Form below

This will give us a better picture of your financial situation and a brief summary of your goals and objectives.

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Financial Planning Goals & Objectives

Financial Information

Monthly Income

Balance Sheet


Current Investment Strategy

Current Investments
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Do you think your current investments are aligned with your Retirement Income Needs?
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Would you like to learn more about how our investment process helps align with your retirement goals?