Financial Services — VARIANT suite (extra-50) · Atelier theme

5 ADDITIONAL different-approach Financial Services forms for community-library variety — NOT repeats of the shipped base suite (New Client Intake / Goals & Tax / Risk & IPS / Accounts & Custody / Compliance & Estate). These take genuinely different angles: a LEAN public consultation request, two SPECIALIZED public questionnaires (retirement readiness, investor risk-tolerance), a LIFECYCLE annual-review prep, and a FOCUSED estate/legacy worksheet. Same refined Atelier look for cohesion. Fiduciary-aware throughout — references & bands only, never account numbers. Fields are reused freely across forms (cover-once does not apply to variants). All renders are the actual SuiteDash form preview.

Schedule a Free Financial Consultation public · 4 flds
LEAN public lead-gen intake — Email + relationship type required, the two-minute front door (opposite of the base's relationship-mapping intake).
Retirement Readiness Questionnaire public · 11 flds
SPECIALIZED practice-area intake — retirement timeline, income sources, pensions, RMDs, workplace plans.
Investor Risk-Tolerance Questionnaire public · 10 flds
Standalone RISK / investor-profile questionnaire — knowledge, capacity, drawdown comfort, model & values preferences.
Annual Review Prep & Life-Change Update auth · 12 flds
LIFECYCLE form — what's changed since last time, a risk/cash-flow check, and housekeeping to revisit before the yearly review.
Estate, Beneficiary & Legacy Worksheet auth · 9 flds
FOCUSED single-purpose worksheet — estate docs, account inventory (labels only), beneficiaries, and charitable intent.