Originally Posted by daveb
I know I could use a page off of a legal pad to write personal data or calculate amount of insurance needed (and I do like your take on the factor),but I thought there may be a more professional looking form(s) out there.
You know, no one ever really notices the form. And I've yet to see a fact-finder that has the touchy-feely questions on it that you need to be asking.
There was a time when I did use a fact-finder that was about 30 pages long. Needless to say, people found it intimidating and it was overkill. I soon stopped using it. A form just gets you distracted into the mechanics of it all. A legal pad makes you think about the next question you want to ask.