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Client Inventory and Discovery

Getting To Know You

Thank you for taking the time to complete your Inventory Form and Discovery Questionnaire. We look forward to getting to know you better.

Inventory Form and Discovery Questionnaire

We’re grateful for your interest in partnering with Carlson Capital Management. The data you share will help us customize our insights such that they are specific to your personal financial situation. With those insights, we will be able to make recommendations with the goal of creating a financial plan for you that is complete, optimized, and fully integrated.

Please complete the forms below at your convenience. If you have questions, please contact our team. We are happy to assist you.

Inventory Form
Discovery Questionnaire

Get in Touch

We look forward to hearing from you.