Which item would provide you with quantitative data about your new client?

The profit-sharing plan statement is a document that contains specific numerical information regarding a client's retirement benefits and contributions. It typically includes details about the amount contributed, investment performance, and the balance of the plan, making it a valuable tool for gathering quantitative data about a client's financial situation. This quantitative data can help a financial planner assess the client's assets and make informed decisions regarding their financial planning strategy.

In contrast, the risk tolerance assessment focuses on the client's feelings and attitudes toward risk rather than numerical data. It aims to gauge how comfortable the client is with potential volatility in their investments. Similarly, the goal-setting questionnaire helps identify what the client wants to achieve financially but does not provide measurable data—it's more subjective. Lastly, the fees and services agreement outlines the costs associated with financial services but does not deliver valuable quantitative insights into the client's financial standing or assets.