Client Update Form

Green Financial client update form

Street address, P.O. box, company name, c/o

Preferred Contact Method


Have there been, or do you expect, any material changes to your financial situation that could impact your investment planning over the next 3-5 years? (employment, college, marital status, children, major purchase, etc)?


Do you anticipate needing to make any withdrawals from your investment accounts over the next 3-5 years, outside of any you already take regularly?


Is an inheritance part of your overall financial planning (receiving or giving)?


Do you have any of the following:

Financial power of attorney

Living will/healthcare advance directive?

A will?

A trust?


Please check any topics you would like to discuss with an advisor:

Reminder note: Please make sure you have designated beneficiaries for all of your assets and review them periodically. Also it is important to have a valid will and directives in place and to ensure someone knows where to find your important documents.

Investment Advisor Representative offering securities & advisory services through Cetera Advisors LLC, a Registered Investment Advisor, Broker/Dealer, member FINRA, SIPC. Green Financial Resources, LLC is otherwise unaffiliated with Cetera Advisors LLC. Office located at 3700 Crestwood Pkwy NW, Duluth, GA 30096