Investors
may use this form to submit their financial situation to Valentine
Ventures, LLC for review and analysis.
See disclosures below.
(If you already have your financial
profile prepared in a similar fashion to below, they may be
faxed instead to 541-389-4171).
Upon receipt, Valentine Ventures will send a follow-up confirmation
email, and it may seek clarification on the information
before it can respond to the submission. Once it's completed
its review, Valentine Ventures will prepare a series of observations,
and the recommendations it would implement for a client in an
identical situation. At the very least, you'll obtain a "second opinion"
on your financial health. At best, you'll be on your way to a
relationship with your new private money manager.
This is a no obligation offering and all
information shared with Valentine Ventures will be held in the
strictest confidence, consistent with the company's
privacy policy.**
Leave fields that do not apply blank. Do your best, don't get
hung up on creating perfect answers.
AFTER FILLING OUT
THIS FORM,
fax recent brokerage statements showing holdings to: 541-389-4171.
You can also attach any digital files, useful in assessing the
situations, to an
email.
Name
Age Spouse's Name
Age
Age at Expected
Retirement: Self
Spouse Ages
of Dependent Children
Occupation: Self
Spouse
Email Address
Ph (day)
(eve)
Is your email secure?
(Are you comfortable receiving your results by email?)
Is the best time to
reach you in the day or evening?
SAVINGS ACCOUNTS (ENTER APPROX.
DOLLAR AMOUNTS)
Taxable Savings
Tax-Deferred Savings
(IRA,
401K, etc)
Securities
Cash/Money Market funds
Alternative Assets
Other
Other
ASSETS / LIABILITIES
(ENTER APPROX. DOLLAR AMOUNTS)
Market Value
(assets)
Loans Balance (liabilities)
Current Residence
Investment Property
Other Property
Other Business
Life Insurance (type
)
Other Asset
Other Debt
ANNUAL
CASH FLOW
(ENTER APPROX. DOLLAR AMOUNTS)
Annual Gross Inflows
Work Income
Real Estate Income (net of expenses)
Other Business
Other (non-savings acct) Asset
Pension payouts
Withdrawals, Taxable Savings
Withdrawals, Tax Deferred Accts.
Social Security income
Other Income
Other Income
Annual Gross
Outflows*
Taxes
Savings
All other spending
(*Note: Total Annual Inflows
should equal Total Annual Outflows)
IMPORTANT QUESTIONS
(USE CTRL+CLICK TO SELECT MULTIPLE
ENTRIES)
"My main definition of investment risk is..."
"My investment objective(s) is(are)..."
"My experience with investing is..."
"The current manager of our money is..."
Describe your financial/life goals:
Any other important information?
How did you hear
about our firm?
* By submitting
your information, you agree to be bound by Valentine Ventures
disclaimer policies
regarding information it provides. Any information provided in
return, by Valentine Ventures, is not, under any circumstances, to
be viewed as investment advice. The information is to be seen
as feedback the company might provide to a client in a similar
circumstance, and it is intended to be seen as a part of a proposal
to form a client relationship with Valentine Ventures, at which time
the advice may be implemented by Valentine Ventures. It is not
intended for implementation by any other party, including the
individual seeking the analysis. Valentine Ventures, will not,
under any circumstances, accept payment in any form for the
information it provides, or the effort going into the analysis.
** Parties not comfortable filling out the online form can request
the Excel spreadsheet version be sent to them by email, for return
via email, fax or mail.
Click here
to request the spreadsheet, but please understand that completed web
forms [above] will be given priority.
WHO
WE ARE
