Click to view Form CRS, Customer Relationship Summary HOME ABOUT STAFF SERVICES RESOURCES CONTACT LOGIN Prospective Client Information Walker Financial Advisors, Inc., is a fee-only registered investment advisory firm. Prospective Client – Questionnaire and Needs Analysis Prior to scheduling an appointment, please take five minutes to answer these 10 questions. We appreciate your willingness to seek another opinion. Client Information First Name Last Name Street address City State Zip Phone Email address Investment Information What investment strategy have you used up to this point? Do you have any particular investment likes or dislikes? Do you have any particular goals or objectives for your money? Regarding risk--on a scale from 1-10, with one being a zero risk bank account and 10 being 100% individual growth stocks--where are you comfortable? How is your cash flow? Are you benefiting from the tax-exempt interest of municipal bonds? What is your ideal investment scenario? Have you addressed long-term care and estate planning? Any family information that you care to share? Any past experience working with a fee-only Registered Investment Advisor? Submit Website About Services Resources Bulletins FAQ Contact 27201 Puerta Real, Ste 465 Mission Viejo, CA 92691 Email Us P: 800-605-6777 P: 949-367-1961 F: 949-367-1887 Important Notice Charles Schwab & Co., Inc. ("Schwab") is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear(s) on this Web site. "Walker Financial Advisors, Inc." is independently owned and operated. Schwab neither endorses nor recommends any particular advisor or investment strategy. "Walker Financial Advisors, Inc." provides investment advisory services for your account. Schwab has agreements with "Walker Financial Advisors, Inc." under which Schwab provides "Walker Financial Advisors, Inc." with services related to your account. Schwab does not review the "Walker Financial Advisors, Inc." Web site, and makes no representation regarding the content of the Web site. The information contained in the "Walker Financial Advisors, Inc." Web site should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities. Compliance Disclosure | SEC