Broker Check

Confidential Questionnaire

Thank you for your interest in Financial Compass. Prior to your meeting with us, you'll need to click on the link below and fill out the secure confidential questionnaire. The questionnaire is designed to enable you to provide us information that will facilitate your meeting with us.

Click on our Confidential Questionnaire.

After clicking on the link, you'll be asked to create an account. Once the account is established, fill out the form as completely as possible, at least one week prior to our meeting. If you wish to leave the page and finish filling out the form at a later time, your work will automatically be saved, and you will be able to log back in to complete the questionnaire.