This isn't a form. It's a conversation about the life you're building — and how we'll help you get there. Your answers shape everything that follows.
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Confidential
Shared only with Brad, used only to build your plan
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~8 Minutes
Six focused sections, one at a time
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Live Score
Watch your risk profile calculate in real time
Brad reviews every answer before your first meeting — no cold starts, ever.
High Tide Advisory LLC is a fee-based, non-discretionary, state-registered investment adviser (CRD #334792, Michigan LARA). Affiliated with BJB Insurance Solutions LLC (insurance commissions) and High Tide Tax Solutions LLC (tax preparation). Use of affiliated services is entirely voluntary — you approve every trade and every decision.
Step 1 of 6 · You
Tell us about yourself.
Everything shared here is confidential — used only to build your financial plan. Estimates are completely fine; we refine together.
Personal Information
Household
Children, parents, or others who rely on your financial support — names and ages.
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Step 2 of 6 · Finances
Your financial picture.
Ballpark estimates are completely fine at this stage. We'll get precise together — right now the range is what matters.
Income & Assets
Exclude your primary residence and illiquid business equity.
Account Types & Tax
Select all that apply.
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Step 3 of 6 · Goals
Your goals & vision.
The best financial plans start here — not with numbers, but with the life you're building. These questions are open-ended by design. Answer freely.
Your Vision
Not a number. What does it feel like? What does it make possible?
Running out of money, taxes, market risk, caring for parents — nothing is too basic or too specific.
Investment Purpose & Timeline
Anticipated Major Expenses — Next 10 Years
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Step 4 of 6 · Risk
How do you handle risk?
Answer honestly — not how you think you should feel. Your live score appears below as you answer.
01
Your portfolio drops 25% in a single quarter. Markets are in panic. What do you actually do?
02
Which 10-year investment outcome would you realistically choose?
03
How do you honestly react to financial news and market swings?
04
What is your investment experience?
05
You receive a $200,000 inheritance you won't need for 10+ years. How do you invest it?
06
How stable is your income situation right now?
07
How important is it that your portfolio does NOT lose value in any given calendar year?
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/35
0 OF 7
Answer all 7 questions
Your risk profile will appear here as you respond.
ConservativeModerateAggressive
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Step 5 of 6 · Details
A few more details.
These help us surface opportunities you might not have thought about — and flag things we should review together at your first meeting.
Protection & Estate
Optional: Insurance needs can be reviewed through BJB Insurance Solutions LLC (affiliated; Brad Blomquist, owner). Use is completely voluntary — you may work with any provider.
Select all that apply.
Investment Preferences
Family dynamics, business complexity, health considerations, or anything that makes your situation unique.
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Step 6 of 6 · Review
Review & confirm.
Everything you've shared is below. Take a moment to review it — then sign and we're ready to get to work.
Acknowledgment & Signature
By signing below, you confirm this information is accurate to your knowledge and authorize High Tide Advisory LLC to use it in developing investment and planning recommendations. You acknowledge receipt of the Form ADV Part 2A, Part 2B, Form CRS, and Privacy Notice prior to signing the Investment Advisory Agreement. HTA is non-discretionary — you approve every trade. Affiliated entities: BJB Insurance Solutions LLC and High Tide Tax Solutions LLC. Use of both is entirely voluntary.
Sign with your finger, stylus, or mouse.
You're all set.
Your discovery profile has been submitted to Brad. He'll read every answer before your first meeting — so we can start exactly where you are, not from scratch.
What happens next
1
Brad reviews your profile
Every answer, read in full before you walk through the door. No cold starts, ever.
2
Your first meeting, your agenda
The conversation starts where it matters — your goals, your vision, your concerns.
3
Your financial plan takes shape
Built around what matters most to you — not a template, not a product shelf.
