Sweep Client Profile


Download and complete a Sweep Strategies Client Profile (SCP) form via the links below.  This form will be used to evaluate your current financials during your 1:1 consultation.


Should you require additional space for your information, please email support@sweepstrategies.com for the extended version.
If you have any questions, feel free to call our office at (808) 533-4455 and a team member will be happy to assist you!
Attend one of our free no-obligation Intro Presentations either locally in Hawaii, or via an online webinar so you can further understand how to obtain financial peace of mind.