Become A Client

Our first priority is helping you address your most pressing financial concerns. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our firm's foundation of success.

At EFinancial Advisors, we engage clients primarily by establishing fee-based and brokerage accounts for investment related services.  In addition, we offer Smart$Advice, our monthly subscription-based service for individuals seeking relevant and reliable financial advice for decision-making purposes. By completing the documents below, we’ll get a baseline overview of your current financial condition which will help in determining the next steps we need to take in the client onboarding process.   Once completed, please fax or email to our office and someone will contact you to schedule an initial appointment.

Personal Information Form

Risk Tolerance Questionnaire

Cash Flow and Net Worth Forms