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 with High Tide Advisory to prepare for your introductory meeting
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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 introductory meeting — no cold starts, ever.
High Tide Advisory LLC is a fee-based, non-discretionary, state-registered investment adviser (CRD #334792, Michigan LARA). High Tide Advisory LLC is affiliated with BJB Insurance Solutions LLC (insurance commissions) and High Tide Tax Solutions LLC (tax preparation). Use of affiliated services is entirely voluntary and is not required to engage High Tide Advisory LLC for advisory services. Advisory clients review and approve recommendations before implementation. Completion of this questionnaire does not establish an advisory relationship.
Step 1 of 6 · You
Tell us about yourself.
Everything shared here is confidential and used to evaluate your financial situation and prepare for your introductory meeting. Estimates are completely fine; we can refine them 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 planning conversations 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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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 understand areas we may need to review together during your introductory 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 to submit your questionnaire for review.
Acknowledgment & Signature
By signing below, you confirm that the information provided is accurate to the best of your knowledge and authorize High Tide Advisory LLC to use this information in evaluating your financial situation and preparing for our introductory meeting.
High Tide Advisory LLC provides investment advisory services on a non-discretionary basis. All recommendations require client review and approval before implementation.
High Tide Advisory LLC is affiliated with BJB Insurance Solutions LLC and High Tide Tax Solutions LLC. Use of either affiliated service is entirely voluntary and is not required to engage High Tide Advisory LLC for advisory services.
Completion of this questionnaire does not establish an advisory relationship with High Tide Advisory LLC, and no investment recommendation, transaction, or advisory service will be provided until all required agreements are executed and accepted.
Sign with your finger, stylus, or mouse.
You're all set.
Your discovery questionnaire has been submitted to Brad. He'll read every answer before your introductory meeting — so the conversation can begin with your goals, concerns, and current financial picture.
What happens next
1
Brad reviews your questionnaire
Every answer, read in full before you walk through the door. No cold starts, ever.
2
Your introductory meeting, your agenda
The conversation starts where it matters — your goals, your vision, your concerns.
3
Your next steps take shape
If you choose to engage High Tide Advisory, the next phase is built around what matters most to you — not a template, not a product shelf.
Completion of this questionnaire does not establish an advisory relationship with High Tide Advisory LLC. No investment recommendation, transaction, or advisory service will be provided until required agreements are executed and accepted. High Tide Advisory LLC is a Michigan state-registered investment adviser (CRD #334792). Registration does not imply a certain level of skill or training.
