UP CAPITAL FACT FINDER

ALL INFORMATION PROVIDED IS CONFIDENTIAL AND WILL NEVER BE SHARED WITH ANY PARTIES WITHOUT YOUR PERMISSION.

Congratulations for making it to the next chapter of your financial journey!

This questionnaire will give us the information necessary to provide you with an overview of your current financial situation. 

We want to save you as much time as possible, feel free to fill out the following information at your own pace.

The more detail you provide, the more efficient our next meeting will be!

If you don't know the answer to a question, feel free to skip it and move on to the next!

Average completion time is 15 minutes.

RECENT BLOG POSTS

Q1 2020 Economic Review & Market UPdate

 DISCLAIMER The views expressed in this video are the personal views of the authors pictured only and do not necessarily reflect the views of the author’s employer. The views expressed reflect the current views of the author as of

Read More »

New Retirement Plan Rules to Live By

Happy New Year (is anyone else tired of hearing that yet?). You may have been too busy buying Christmas presents last December to notice Congress working furiously into the night passing the new massive 1,773 page budget bill to keep

Read More »

Viszlat! Arrivederci! Au Revoir! Adios!

Regardless of the language, “goodbye” has the same meaning. It signifies the end of one thing and the beginning of something new, whether it's saying Au Revoir to a friend or to this year’s experiences. 2019 was a remarkable year

Read More »

Historic Tax Breaks

This week I was speaking at a conference for investors and family offices in Miami. My presentation was on the tax legislation titled “Opportunity Zone” (IRC 1400z) included in the Jobs Act Tax Cut bill signed into law on December

Read More »

Rocket Science

Wiktionary defines rocket science as “anything overly complex, detailed or confusing”. I have a client (very smart) that is a retired rocket scientist and we have great conversations about finance, economics, and politics. One consistent theme is defining and differentiating

Read More »

Last Lap

For the past two years, we have advocated holding a 100% US stock allocation with no direct foreign investments especially for those without experience investing in foreign markets. In 2018 we withdrew all foreign Exchanged Traded Funds (ETF’s) and mutual

Read More »