Pre-meeting intake form

This form comes after your appointment is confirmed, and before we meet. Book your time first; once Shirley has confirmed it personally, take a few minutes here to outline your household situation — she will prepare from this form so our conversation is sharper and shorter. No appointment yet? Start on the booking page.

1. Contact details (for matching your booking)

Your full name * Spouse's full name (if applicable) Phone * Email * Your confirmed meeting time (the one Shirley agreed with you)

2. Household snapshot (intake)

Main topic for this conversation * Household members (ages only — no birthdates needed) What is already in place? (tick any that apply) Life insurance Critical illness insurance RRSP / TFSA I own a business Will in place Almost nothing yet The one question you'd most like answered first Preferred next step

Privacy note: please do not include your SIN, bank account numbers, policy numbers, passwords or detailed home address. What you share is used only to reply to this request and prepare for our conversation; it enters Shirley's client records only after she confirms with you.