Wealth with Intention - Clients

Sorelle Wealth Partners — Living With Intention
Client Onboarding Questionnaire

Living With Intention

These questions help us understand your life, what matters most to you, and how we can support the life you're building.

8–10 minutes to complete
Your information is private and secure
No right or wrong answers
Step 1 of 10

Tell us about you.

So we know who we're talking with.

Step 2 of 10

What matters most to you?

Choose up to 10 values that resonate with you. There are no right or wrong answers.

0 of 10 selected
Step 3 of 10

Narrow it down.

From your selected values, choose the five that are non-negotiable for you.

0 of 5 selected
Step 4 of 10

Your top five.

Drag to put them in order of importance — your most important value at the top.

Hold the handle and drag to reorder

Step 5 of 10

Your North Star.

Of your top 5, which value guides all the others?

We've set this to the value you ranked highest — change it if a different one feels more true.

Step 6 of 10

Your financial purpose.

Helping us connect your values to your financial life.

What does an ordinary day look like? Where are you? Who are you with? How are you spending your time? What feels different than it does today?
0/500
"When your financial plan aligns with your purpose, your money becomes a tool for the life you want to live."
Step 7 of 10

Your Alignment Snapshot.

Rate how important each area is to you, and how satisfied you feel there today. 1 = not important / not satisfied, 10 = extremely important / extremely satisfied.

0 of 11 areas rated

Step 8 of 10

Reflection & looking ahead.

Which 1–3 areas would you most like to improve over the next 3–5 years?

0/400
0/400
Step 9 of 10

Working together.

Help us understand what you're looking for in this relationship.

0/400
Step 10 of 10

Anything else you'd like us to know?

Optional — but often the most helpful.

0/400

Thank you!

We really appreciate you taking the time to share this with us.

These answers give us a foundation for the work we'll do together — not just our next meeting, but the ongoing partnership ahead.

Wealth with Intention.