MA

Morena Advisory

Confidential Client Intake

The Whole Wealth Method™

Before your first session with Jerold and Patricia, take a few minutes to share your story. Everything you share is confidential and helps us prepare a session that actually matters.

Step 1 of 4

About You

First Name

Last Name

Email Address

Phone Number

Are you coming in solo or with a partner?

Just me — solo client My partner and I are coming together

Partner's Full Name

How did you hear about us?

Please fill in all required fields before continuing.

Step 2 of 4

Your Financial Picture

Household Annual Income

Down Payment / Investable Savings Available

Current Housing Situation

Renting I own a home Living with family Other

Do you carry significant debt?

Yes Some No

Do you have a mortgage pre-approval?

Yes No In progress

Please complete all fields in this section.

Step 3 of 4

Real Estate Goals

Primary Goal

Buy my first home Upgrade or downsize Investment property Grow an existing portfolio Not sure yet — I need guidance

Target Area in Ontario

Timeline

Budget

Have you worked with a real estate agent before?

Yes No

Anything specific you'd like us to know? (optional)

Please complete all required fields.

Step 4 of 4

Mindset & Behaviour

There are no right answers here. This helps Patricia understand your relationship with money and decision-making before you meet.

How would you describe your financial decision-making style?

Confident — I research, decide, and act Anxious — I worry about making the wrong choice Avoidant — I tend to delay or defer big decisions Impulsive — I often act quickly on gut feeling Mixed — it depends on the situation

Current Stress Level Around This Decision

Not at all stressed Extremely stressed

Partner Alignment on This Decision

Very misaligned Fully aligned

What's holding you back? (select all that apply)

Fear of making the wrong decision Not financially ready Disagreement with partner Too much conflicting information Market uncertainty Previous negative experience Nothing — I feel ready

Anything else you'd like Jerold and Patricia to know? (optional)

Please complete all required fields.

Review & Submit

Your Intake Summary

Please review your responses. You can go back and edit anything before submitting.

Something went wrong. Please try again in a moment.

✦

You're all set.

Jerold and Patricia will review your intake before your session so they can make the most of your time together.

Expect a confirmation within 1–2 business days.

Questions in the meantime? Reach out at hello@morenaadvisory.com

Morena Advisory · Ontario, Canada · Confidential & Secure

Jerold Morena · Real Estate & Financial Advisor · Patricia Morena · Behavioural Health & Wellness Advisor