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Our Team
Our Services
Approach
Financial Planning
Investment Advice
Our Fees
Our Thoughts
Blog
Firm News
Now
Contact
Request Information
Contact Us
Client Login
Fact Finder
Client Information
First Name
Last Name
Date of Birth
*
Date of Birth
MM
DD
YYYY
Nickname
Marital Status
Married
Unmarried
Gender
Male
Female
Spouse Information
First Name
Last Name
Date of Birth
Date of Birth
MM
DD
YYYY
Nickname
Gender
Male
Female
Contact Information
Address
*
Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Cell Phone
*
Cell Phone
(###)
###
####
Spouse Cell Phone
Spouse Cell Phone
(###)
###
####
Personal Email
*
Spouse Personal Email
Children
Number of Children
Child 1
First Name
Last Name
Date of Birth
Date of Birth
MM
DD
YYYY
Gender
Male
Female
Special Needs
Yes
No
Child 2
First Name
Last Name
Date of Birth
Date of Birth
MM
DD
YYYY
Gender
Male
Female
Special Needs
Yes
No
Child 3
First Name
Last Name
Date of Birth
Date of Birth
MM
DD
YYYY
Gender
Male
Female
Special Needs
Yes
No
Child 4
First Name
Last Name
Date of Birth
Date of Birth
MM
DD
YYYY
Gender
Male
Female
Special Needs
Yes
No
In the event of a premature death of you or your spouse, would the survivor want the mortgage & debt to be paid off?
Yes
No
In the event of a premature death of you or your spouse, would the survivor want children's education fully funded?
Yes
No
In the event of a premature death of you or your spouse, would the survivor want extended period of time off of work?
Yes
No
Other wishes? Please explain.
In the event of injury or sickness, do you believe you could maintain your monthly living expenses and achieve long term goals, with your current disability income insurance?
Yes
No
Are you aware of upcoming changes in your life which could directly change your present financial situation?
Yes
No
Do you or your spouse have any health problems that may cause you to retire earlier than you wish?
Yes
No
Do you expect any inheritances, legal settlements, or gifts that may affect your financial plan?
Yes
No
Retirement Goals
Age you hope to retire
Total amount you (and your spouse) have saved toward retirement
$
Amount you (and your spouse) have saved in your current employers' plans
$
Household Income
$
Estimated Total Monthly Expenses
What do you expect to happen to your expenses when you retire?
Increase (%)
Stay the same (%)
Decrease (%)
Will you and/or your spouse receive a pension?
Yes
No
ESTATE PLANNING
Have you established a will?
Yes
No
Have you established an Irrovocable or Revocable Trust?
Yes
No
Have you established a Power of Attorney?
Yes
No
Have you established a Health Care Proxy?
Yes
No
Your Estate Attorney's Name
Your Estate Attorney's Name
First Name
Last Name
Cash Reserves / Emergency Funds
What is the approximate amount of cash reserve you would feel comfortable with?
$
How much do you currently have as your cash reserve?
$
Home Purchase/Vacation Home
What is the approximate purchase price of the home you wish to buy?
$
How many years away is the home purchase goal?
How much would you like to have for a down payment?
$
OTHER GOALS
Goal 1 :
(Ex - Boat, wedding, legacy, charity, etc...)
Amount desired for goal?
$
How many years until the goal?
Goal 2 :
(Ex - Boat, wedding, legacy, charity, etc...)
Amount desired for goal?
$
How many years until the goal?
Goal 3 :
(Ex - Boat, wedding, legacy, charity, etc...)
Amount desired for goal?
$
How many years until the goal?
How much cash flow can you commit monthly toward your goals?
$
TAX PLANNING
Do you usually owe taxes at the end of the year?
Yes
No
If you owe, how much typically?
$
If refund, how much typically?
$
Accountant's Name
Accountant's Name
First Name
Last Name
Accountant's Email
Accountant's Phone
Accountant's Phone
(###)
###
####
Thank you! We look forward to seeing you soon.
