Financial Planning Questionnaire Step 1 of 9 — Personal information Financial HealthQuestionnaire 1Personal information 2Goals 3Income 4Investments 5Expenses 6Assets 7Liabilities 8Insurance 9Documents Step 1 of 9 Personal information Let's start with the basics. This gives us a foundation for the rest of your financial picture. What is your name? First name Last name How can we reach you? Email Phone Do you have a co-client you'd like to include? First name Last name I don't want to include a co-client What is your date of birth? You Co-client How many dependents are under your care? 0 1 2 3 4 5+ What is your zip code for tax purposes? Step 2 of 9 Goals What you're working toward shapes everything else in the plan. At what age would you like to retire? You Already retired Co-client Already retired What other financial goals do you have? Select all that apply. For each one, we'll ask for a rough estimated cost and target year. 🏠Purchase a home 🚗Purchase a vehicle 🎓College or education funding 💰Other big purchase 🏖️Go on vacation 📜Leave a legacy 📌Other one-time expense Step 3 of 9 Income A full picture of what's coming in now, and what to expect later. What is your current employment income? Gross annual, before taxes. You Co-client What other current income do you have right now? Select all that apply. We'll ask for the annual amount from each. Pension Annuity Rental property Business Side hustle Royalty Other income What future income do you expect? Select all that apply. We'll ask for the expected annual amount from each. Social Security Pension Annuity Inheritance Other income Step 4 of 9 Investments We'll come back for exact balances later — for now, just flag which accounts apply to you. Which accounts do you own? Check every box that applies. Leave blank if it doesn't apply to you. YouJointCo-client Savings account 401k – Traditional IRA – Traditional IRA – Roth Brokerage account 529 – College Savings Plan HSA What level of investment risk are you comfortable with? You Capital preservation Moderate Dynamic Select an option to see what it means. Co-client Capital preservation Moderate Dynamic Select an option to see what it means. Step 5 of 9 Expenses A rough monthly number is fine here — we'll refine it together. How much do you spend on living expenses per month? Food, insurance, etc. Don't include debt payments or housing costs. Step 6 of 9 Assets Real estate and other property you hold. Do you own or rent your primary home? Own Rent I don't want to include any real estate Outstanding loan information Loan balance Interest rate Years left Monthly payment Rent Monthly rent Do you own any other real estate property? Yes No Other real estate details Estimated value Loan information, if applicable Loan balance Interest rate Monthly payment Term left Do you own any vehicles? Yes No Vehicle details Estimated value Loan information, if applicable Loan balance Interest rate Monthly payment Term left Do you own any high-value assets such as jewelry, art, or collectibles? Yes No High-value asset details Estimated value Step 7 of 9 Liabilities Debt is a normal part of most financial pictures — this just helps us see the whole thing. Do you currently carry a balance on any of your credit cards? Yes No Credit card balance details Current balance Term of debt (months) Interest rate Minimum monthly payment Do you have student loans, including any you're paying for a child? Yes No Student loan details Current balance Term of debt (months) Interest rate Minimum monthly payment Do you have any other loan debt, such as a HELOC or personal loan? Yes No Other loan debt details Current balance Term of debt (months) Interest rate Minimum monthly payment Step 8 of 9 Insurance What's already in place to protect the plan. Do you have any life insurance? Yes No Life insurance details Coverage / benefit amount Policy type Term Whole Do you have any umbrella policies? Yes No Umbrella policy details Coverage / benefit amount Do you have any other insurance policies? Disability Yes No Disability insurance details Coverage / benefit amount Step 9 of 9 Documents to have on hand No need to upload anything here. Once we receive your questionnaire, we'll send a secure link for the items below that apply to you. 📄 Government ID 📋 Tax returns 📈 Investment & retirement accounts 🏦 Bank statements 📑 Wills and trusts 💛 Life insurance 🏠 Property & mortgage 📁 Other Anything else you'd like us to know before we meet? Thank you. We've received your information and will reach out shortly to schedule next steps. If anything changes in the meantime, just reply to your confirmation email. Back Continue Something went wrong sending your questionnaire. Please try again, or email us directly. Your Plan · byMethod · Your Plan · byMethod · Your Plan · byMethod ·
