Is there a liquidity questionnaire that my clients can fill out?
While we do not have a questionnaire for liquidity specifically, we do have a Data Collection Template that you can download, print, and share with clients. This template will ask for all assets that are included in a client's 'actual liquidity' (bank accounts, cash within taxable investment accounts, and life insurance cash value).
Please click the link below to access the RightCapital Data Collection Template:
