Hylland Capital
The next generation in financial planning

Initial Questionnaire

A few quick questions before we begin....

Thank you for contacting Hylland Capital Management!

These questions are to help us get to know you and understand your financial situation better. Once this is completed we will schedule an initial meeting to discuss these topics and more in detail.
Although this information is kept private, for your security do not include any personal information such as social security number, investment account numbers, or bank account information.

Name *
Date of Birth *
Date of Birth
Spouse/Partner (if applicable)
Spouse/Partner (if applicable)
Spouse/Partner Date of Birth
Spouse/Partner Date of Birth
Example: Jennifer - 3, Mike - 5
Retire early, pay for child's education, travel the world, get out of debt, financial independence?
Such as buying a house, expecting children, marriage, new employment, etc
If married, please break down income by spouse. Example: John - $70,000, Mary - $80,000
If you know your approximate monthly expenses, please include below:
If you are currently saving to a 401k, IRA, savings account, or another account, please indicate the amount you are currently saving. Ex. 401k - 5% of salary, Savings - $200/month, etc
What is the current balance of your savings accounts? Example: Checking - $5,000, Savings - $15,000, 401(k) - $50,000, 529 - $2,000
Example: Mortgage - $200,000, Credit Card - $5,000, Student Loans - $25,000
If you have any term life insurance, variable life insurance, whole life, etc. please include: -Total coverage amount (ex. $250,000) -Approximate monthly payment
If applicable. Is there anything that keeps you up at night?

Thank you for taking the time to complete this initial questionnaire. After submitting this form, you will hear back from us within 24 hours. If you do not hear back from us, or you have immediate questions, email me directly at Matt@HyllandCapital.com