Confidential Questionnaire

Carlo Macchi
INC - Investacorp, Inc.
9259327082

Personal and Family

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Birth Date

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Retirement age

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Number of children

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Contact Information

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Life Stages, Priorities, and Events 

Family

Expecting to get married soon

Expecting a new child

Have young children

Have children in college or about to enter college or university

Have adult children

Have child with special needs

Empty nesting

Have grandchildren

Expecting a grandchild

Providing caregiving for a family member

Recently divorced or divorcing

Recently widowed

Work and careers

Currently working

Self-employed

Experiencing a change in job or career

Starting a business

Selling a business

Other financial events & priorities

Making significant charitable contributions

Preparing for education expenses

Managing debt (including student loans)

Receiving a significant inheritance

Expecting major health care or long-term care expenses

Significant decrease in income or net worth

Significant increase in income or net worth

Estate planning

Financial Information

Approximately what is your annual household income?

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Approximately how much are your investable assets (i.e. the amount you hold in cash, bank accounts, and investment accounts)?

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