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Initial Information Survey
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Financial Planning
Asset Management
Fees
Contact
About
More
Secure Document Upload
Disclosures
Initial Information Survey
FINANCIAL PLANNING SURVEY
*
Indicates required field
Client 1 (C1)
C1 First Name Only
*
Client 2 (C2)
C2 First Name Only
*
Plan Participants
List the name and relationship of all those that are impacted by the plan such as children, other family members, friends, pets, and charitable organizations.
Participant 1 (P1) Name
*
Participant 2 (P2) Name
*
Participant 3 (P3) Name
*
Participant 4 (P4) Name
*
Participant 5 (P5) Name
*
P1 Type
*
child
parent
sibling
other family
friend
pet
charity
other
P2 Type
*
child
parent
sibling
other family
friend
pet
charity
other
P3 Type
*
child
parent
sibling
other family
friend
pet
charity
other
P4 Type
*
child
parent
sibling
other family
friend
pet
charity
other
P5 Type
*
child
parent
sibling
other family
friend
pet
charity
other
Participant 6 (P6) Name
*
Participant 7 (P7) Name
*
Participant 8 (P8) Name
*
Participant 9 (P9) Name
*
Participant 10 (P10) Name
*
P6 Type
*
child
parent
sibling
other family
friend
pet
charity
other
P7 Type
*
child
parent
sibling
other family
friend
pet
charity
other
P8 Type
*
child
parent
sibling
other family
friend
pet
charity
other
P9 Type
*
child
parent
sibling
other family
friend
pet
charity
other
P10 Type
*
child
parent
sibling
other family
friend
pet
charity
other
Income and Expenses
C1 Employment Gross Annual Income
*
C1 Other Gross Annual Income
*
C1 Annual Saving to Company Retirement Plans
*
C1 Annual Saving to Personal Retirement Plans
*
C2 Employment Gross Annual Income
*
C2 Other Gross Annual Income
*
C2 Annual Saving to Company Retirement Plans
*
C2 Annual Saving to Personal Retirement Plans
*
Household Annual Expenses (C1 + C2)
*
Exclude contributions to retirement plans such as 401(k)s and IRAs. Also exclude contributions to taxable brokerage, savings, CD, and money market accounts.
Household Annual Saving to Taxable Accounts (C1 + C2)
*
Include net of funds added to all taxable brokerage, savings, CD, and money market accounts but exclude contributions to retirement accounts such as 401(k)s and IRAs
Retirement Goals
C1 Desired Retirement Year
*
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
C1 Number of Plan Years After Retirement
*
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50+
Number of years you expect to live, incur expenses, and require income after retirement
C2 Desired Retirement Year
*
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
C2 Number of Plan Years After Retirement
*
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50+
Number of years you expect to live, incur expenses, and require income after retirement
Expected Household Annual Expenses in Retirement (C1 + C2)
*
Other Major Goals
List all your major goals, besides retirement, in the fields below. These other major goals should exclude anything that is already part of your household annual expenses described in the Income and Expenses section above. For example, if you take a one week vacation each year and always include it as part of your normal household annual expenses, do not include it as a major goal in this section. An example of a vacation goal to include would be a three month safari in Africa that would be beyond one of your typical annual household expenses. Also, if a major goal involves purchasing something with a large initial down payment and then making smaller subsequent payments as part of your household annual expenses, only include the down payment as the amount needed to achieve that goal. For example, if you plan to purchase a $500,000 home with a down payment of $100,000 and making monthly mortgage payments as part of your household annual expenses, only include the $100,000 down payment as the amount needed to achieve that goal.
Goal 1 (G1)
*
Car down payment
Celebration
College
Gift or donation
Health care
Home down payment
Home improvement
Leave bequest
Major purchase
Private school
Provide care
Special travel
Start business
Wedding
Other (describe below)
Goal 2 (G2)
*
Car down payment
Celebration
College
Gift or donation
Health care
Home down payment
Home improvement
Leave bequest
Major purchase
Private school
Provide care
Special travel
Start business
Wedding
Other (describe below)
Goal 3 (G3)
*
Car down payment
Celebration
College
Gift or donation
Health care
Home down payment
Home improvement
Leave bequest
Major purchase
Private school
Provide care
Special travel
Start business
Wedding
Other (describe below)
Goal 4 (G4)
*
Car down payment
Celebration
College
Gift or donation
Health care
Home down payment
Home improvement
Leave bequest
Major purchase
Private school
Provide care
Special travel
Start business
Wedding
Other (describe below)
Goal 5 (G5)
*
Car down payment
celebration
College
Gift or donation
Health care
Home down payment
Home improvement
Leave bequest
Major purchase
Private school
Provide care
Special travel
Start business
Wedding
Other (describe below)
Goal 6 (G6)
*
Car down payment
Celebration
College
Gift or donation
Health care
Home down payment
Home improvement
Leave bequest
Major purchase
Private school
Provide care
Special travel
Start business
Wedding
Other (describe below)
Goal 7 (G7)
*
Car down payment
Celebration
College
Gift or donation
Health care
Home down payment
Home improvement
Leave bequest
Major purchase
Private school
Provide care
Special travel
Start business
Wedding
Other (describe below)
Goal 8 (G8)
*
Car down payment
Celebration
College
Gift or donation
Health care
Home down payment
Home improvement
Leave bequest
Major purchase
Private school
Provide care
Special travel
Start buseiness
Wedding
Other (describe below)
Goal 9 (G9)
*
Car down payment
Celebration
College
Gift or donation
Health care
Home down payment
Home improvement
Leave bequest
Major purchase
Private school
Provide care
Special travel
Start business
Wedding
Other (describe below)
Goal 10 (G10)
*
Car down payment
Celebration
College
Gift or donation
Health care
Home down payment
Home improvement
Leave bequest
Major purchase
Private school
Provide care
Special travel
Start business
Wedding
Other (describe below)
Goal 11 (G11)
*
Car down payment
Celebration
College
Gift or donation
Health care
Home down payment
Home improvement
Leave bequst
Major purchase
Private school
Provide care
Special travel
Start business
Wedding
Other (describe below)
Goal 12 (G12)
*
Car down payment
Celebration
College
Gift or donation
Health care
Home down payment
Home improvement
Leave bequest
Major purchase
Private school
Provide care
Special travel
Start business
Wedding
Other (describe below)
Goal 13 (G13)
*
Car down payment
Celebration
College
Gift or donation
Health care
Home down payment
Home improvement
Leave bequest
Major purchase
Private school
Provide care
Special travel
Start business
Wedding
Other (describe below)
Goal 14 (G14)
*
Car down payment
Celebration
College
Gift or donation
Health care
Home down payment
Home improvement
Leave bequest
Major purchase
Private school
Provide care
Special travel
Start business
Wedding
Other (describe below)
Goal 15 (G15)
*
Car down payment
Celebration
College
Gift or donation
Health care
Home down payment
Home improvement
Leave bequest
Major purchase
Private school
Provide care
Special travel
Start business
Wedding
Other (describe below)
Goal 16 (G16)
*
Car down payment
Celebration
College
Gift or donation
Health care
Home down payment
Home improvement
Leave bequest
Major purchase
Private school
Provide care
Special travel
Start business
Wedding
Other (describe below)
Goal 17 (G17)
*
Car down payment
Celebration
College
Gift or donation
Health care
Home down payment
Home improvement
Leave bequest
Major purchase
Private school
Provide care
Special travel
Start business
Wedding
Other (describe below)
Goal 18 (G18)
*
Car down payment
Celebration
College
Gift or donation
Health care
Home down payment
Home improvement
Leave bequest
Major purchase
Private school
Provide care
Special travel
Start business
Wedding
Other (describe below)
Goal 19 (G19)
*
Car down payment
Celebration
College
Gift or donation
Health care
Home down payment
Home improvement
Leave bequest
Major purchase
Private school
Provide care
Special travel
Start business
Wedding
Other (describe below)
Goal 20 (G20)
*
Car down payment
Celebration
College
Gift or donation
Health care
Home down payment
Home improvement
Leave bequest
Major purchase
Private school
Provide care
Special travel
Start business
Wedding
Other (describe below)
G1 Owner
*
Client 1
Client 2
Client 1 and 2
Household
Participant 1
Participant 2
Participant 3
Participant 4
Participant 5
Participant 6
Participant 7
Participant 8
Participant 9
Participant 10
Person who benefits from achieving the goal
G2 Owner
*
Client 1
Client 2
Client 1 and 2
Household
Participant 1
Participant 2
Participant 3
Participant 4
Participant 5
Participant 6
Participant 7
Participant 8
Participant 9
Participant 10
Person who benefits from achieving the goal
G3 Owner
*
Client 1
Client 2
Client 1 and 2
Household
Participant 1
Participant 2
Participant 3
Participant 4
Participant 5
Participant 6
Participant 7
Participant 8
Participant 9
Participant 10
Person who benefits from achieving the goal
G4 Owner
*
Client 1
Clent 2
Client 1 and 2
Household
Participant 1
Participant 2
Participant 3
Participant 4
Participant 5
Participant 6
Participant 7
Participant 8
Participant 9
Participant 10
Person who benefits from achieving the goal
G5 Owner
*
Client 1
Client 2
Client 1 and 2
Household
Participant 1
Participant 2
Participant 3
Participant 4
Participant 5
Participant 6
Participant 7
Participant 8
Participant 9
Participant 10
Person who benefits from achieving the goal
G6 Owner
*
Client 1
Client 2
Client 1 and 2
Household
Participant 1
Participant 2
Participant 3
Participant 4
Participant 5
Participant 6
Participant 7
Participant 8
Participant 9
Participant 10
Person who benefits from achieving the goal
G7 Owner
*
Client 1
Client 2
Client 1 and 2
Household
Participant 1
Participant 2
Participant 3
Participant 4
Participant 5
Participant 6
Participant 7
Participant 8
Participant 9
Participant 10
Person who benefits from achieving the goal
G8 Owner
*
Client 1
Client 2
Client 1 and 2
Household
Participant 1
Participant 2
Participant 3
Participant 4
Participant 5
Participant 6
Participant 7
Participant 8
Participant 9
Participant 10
Person who benefits from achieving the goal
G9 Owner
*
Client 1
Client 2
Client 1 and 2
Household
Participant 1
Participant 2
Participant 3
Participant 4
Participant 5
Participant 6
Participant 7
Participant 8
Participant 9
Participant 10
Person who benefits from achieving the goal
G10 Owner
*
Client 1
Client 2
Client 1 and 2
Household
Participant 1
Participant 2
Participant 3
Participant 4
Participant 5
Participant 6
Participant 7
Participant 8
Participant 9
Participant 10
Person who benefits from achieving the goal
G11 Owner
*
Client 1
Client 2
Client 1 and 2
Household
Participant 1
Participant 2
Participant 3
Participant 4
Participant 5
Participant 6
Participant 7
Participant 8
Participant 9
Participant 10
Person who benefits from achieving the goal
G12 Owner
*
Client 1
Client 2
Client 1 and 2
Household
Participant 1
Participant 2
Participant 3
Participant 4
Participant 5
Participant 6
Participant 7
Participant 8
Participant 9
Participant 10
Person who benefits from achieving the goal
G13 Owner
*
Client 1
Client 2
Client 1 and 2
Household
Participant 1
Participant 2
Participant 3
Participant 4
Participant 5
Participant 6
Participant 7
Participant 8
Participant 9
Participant 10
Person who benefits from achieving the goal
G14 Owner
*
Client 1
Client 2
Client 1 and 2
Household
Participant 1
Participant 2
Participant 3
Participant 4
Participant 5
Participant 6
Participant 7
Participant 8
Participant 9
Participant 10
Person who benefits from achieving the goal
G15 Owner
*
Client 1
Client 2
Client 1 and 2
Household
Participant 1
Participant 2
Participant 3
Participant 4
Participant 5
Participant 6
Participant 7
Participant 8
Participant 9
Participant 10
Person who benefits from achieving the goal
G16 Owner
*
Client 1
Client 2
Client 1 and 2
Household
Participant 1
Participant 2
Participant 3
Participant 4
Participant 5
Participant 6
Participant 7
Participant 8
Participant 9
Participant 10
Person who benefits from achieving the goal
G17 Owner
*
Client 1
Client 2
Client 1 and 2
Household
Participant 1
Participant 2
Participant 3
Participant 4
Participant 5
Participant 6
Participant 7
Participant 8
Participant 9
Participant 10
Person who benefits from achieving the goal
G18 Owner
*
Client 1
Client 2
Client 1 and 2
Household
Participant 1
Participant 2
Participant 3
Participant 4
Participant 5
Participant 6
Participant 7
Participant 8
Participant 9
Participant 10
Person who benefits from achieving the goal
G19 Owner
*
Client 1
Client 2
Client 1 and 2
Household
Participant 1
Participant 2
Participant 3
Participant 4
Participant 5
Participant 6
Participant 7
Participant 8
Participant 9
Participant 10
Person who benefits from achieving the goal
G20 Owner
*
Client 1
Client 2
Client 1 and 2
Household
Participant 1
Participant 2
Participant 3
Participant 4
Participant 5
Participant 6
Participant 7
Participant 8
Participant 9
Participant 10
Person who benefits from achieving the goal
G1 Priority
*
10 - Need
09 - Need
08 - Need
07 - Want
06 - Want
05 - Want
04 - Want
03 - Wish
02 - Wish
01 - Wish
Rate the importance of goal from highest priority (10) to lowest priority (1)
G2 Priority
*
10 - Need
09 - Need
08 - Need
07 - Want
06 - Want
05 - Want
04 - Want
03 - Wish
02 - Wish
01 - Wish
Rate the importance of goal from highest priority (10) to lowest priority (1)
G3 Priority
*
10 - Need
09 - Need
08 - Need
07 - Want
06 - Want
05 - Want
04 - Want
03 - Wish
02 - Wish
01 - Wish
Rate the importance of goal from highest priority (10) to lowest priority (1)
G4 Priority
*
10 - Need
09 - Need
08 - Need
07 - Want
06 - Want
05 - Want
04 - Want
03 - Wish
02 - Wish
01 - Wish
Rate the importance of goal from highest priority (10) to lowest priority (1)
G5 Priority
*
10 - Need
09 - Need
08 - Need
07 - Want
06 - Want
05 - Want
04 - Want
03 - Wish
02 - Wish
01 - Wish
Rate the importance of goal from highest priority (10) to lowest priority (1)
G6 Priority
*
10 - Need
09 - Need
08 - Need
07 - Want
06 - Want
05 - Want
04 - Want
03 - Wish
02 - Wish
01 - Wish
Rate the importance of goal from highest priority (10) to lowest priority (1)
G7 Priority
*
10 - Need
09 - Need
08 - Need
07 - Want
06 - Want
05 - Want
04 - Want
03 - Wish
02 - Wish
01 - Wish
Rate the importance of goal from highest priority (10) to lowest priority (1)
G8 Priority
*
10 - Need
09 - Need
08 - Need
07 - Want
06 - Want
05 - Want
04 - Want
03 - Wish
02 - Wish
01 - Wish
Rate the importance of goal from highest priority (10) to lowest priority (1)
G9 Priority
*
10 - Need
09 - Need
08 - Need
07 - Want
06 - Want
05 - Want
04 - Want
03 - Wish
02- Wish
01 - Wish
Rate the importance of goal from highest priority (10) to lowest priority (1)
G10 Priority
*
10 - Need
09 - Need
08 - Need
07 - Want
06 - Want
05 - Want
04 - Want
03 - Wish
02 - Wish
01 - Wish
Rate the importance of goal from highest priority (10) to lowest priority (1)
G11 Priority
*
10 - Need
09 - Need
08 - Need
07 - Want
06 - Want
05 - Want
04 - Want
03 - Wish
02 - Wish
01 - Wish
Rate the importance of goal from highest priority (10) to lowest priority (1)
G12 Priority
*
10 - Need
09 - Need
08 - Need
07 - Want
06 - Want
05 - Want
04 - Want
03 - Wish
02 - Wish
01 - Wish
Rate the importance of goal from highest priority (10) to lowest priority (1)
G13 Priority
*
10 - Need
09 - Need
08 - Need
07 - Want
06 - Want
05 - Want
04 - Want
03 - Wish
02 - Wish
01 - Wish
Rate the importance of goal from highest priority (10) to lowest priority (1)
G14 Priority
*
10 - Need
09 - Need
08 - Need
07 - Want
06 - Want
05 - Want
04 - Want
03 - Wish
02 - Wish
01 - Wish
Rate the importance of goal from highest priority (10) to lowest priority (1)
G15 Priority
*
10 - Need
09 - Need
08 - Need
07 - Want
06 - Want
05 - Want
04 - Want
03 - Wish
02 - Wish
01 - Wish
Rate the importance of goal from highest priority (10) to lowest priority (1)
G16 Priority
*
10 - Need
09 - Need
08 - Need
07 - Want
06 - Want
05 - Want
04 - Want
03 - Wish
02 - Wish
01 - Wish
Rate the importance of goal from highest priority (10) to lowest priority (1)
G17 Priority
*
10 - Need
09 - Need
08 - Need
07 - Want
06 - Want
05 - Want
04 - Want
03 - Wish
02 - Wish
01 - Wish
Rate the importance of goal from highest priority (10) to lowest priority (1)
G18 Priority
*
10 - Need
09 - Need
08 - Need
07 - Want
06 - Want
05 - Want
04 - Want
03 - Wish
02 - Wish
01 - Wish
Rate the importance of goal from highest priority (10) to lowest priority (1)
G19 Priority
*
10 - Need
09 - Need
08 - Need
07 - Want
06 - Want
05 - Want
04 - Want
03 - Wish
02 - Wish
01 - Wish
Rate the importance of goal from highest priority (10) to lowest priority (1)
G20 Priority
*
10 - Need
09 - Need
08 - Need
07 - Want
06 - Want
05 - Want
04 - Want
03 - Wish
02 - Wish
01 - Wish
Rate the importance of goal from highest priority (10) to lowest priority (1)
G1 Frequency
*
Only 1 Cycle
Every Yr
Every 2 Yrs
Every 3 Yrs
Every 4 Yrs
Every 5 Yrs
Every 6 Yrs
Every 7 Yrs
Every 8 Yrs
Every 9 Yrs
Every 10 Yrs
Frequency goal is achieved. Example: If your goal is to buy a new car every 8 years, the frequency is 8.
G2 Frequency
*
Only 1 Cycle
Every Yr
Every 2 Yrs
Every 3 Yrs
Every 4 Yrs
Every 5 Yrs
Every 6 Yrs
Every 7 Yrs
Every 8 Yrs
Every 9 Yrs
Every 10 Yrs
Frequency goal is achieved. Example: If your goal is to buy a new car every 8 years, the frequency is 8.
G3 Frequency
*
Only 1 Cycle
Every Yr
Every 2 Yrs
Every 3 Yrs
Every 4 Yrs
Every 5 Yrs
Every 6 Yrs
Every 7 Yrs
Every 8 Yrs
Every 9 Yrs
Every 10 Yrs
Frequency goal is achieved. Example: If your goal is to buy a new car every 8 years, the frequency is 8.
G4 Frequency
*
Only 1 Cycle
Every Yr
Every 2 Yrs
Every 3 Yrs
Every 4 Yrs
Every 5 Yrs
Every 6 Yrs
Every 7 Yrs
Every 8 Yrs
Every 9 Yrs
Every 10 Yrs
Frequency goal is achieved. Example: If your goal is to buy a new car every 8 years, the frequency is 8.
G5 Frequency
*
Only 1 Cycle
Every Yr
Every 2 Yrs
Every 3 Yrs
Every 4 Yrs
Every 5 Yrs
Every 6 Yrs
Every 7 Yrs
Every 8 Yrs
Every 9 Yrs
Every 10 Yrs
Frequency goal is achieved. Example: If your goal is to buy a new car every 8 years, the frequency is 8.
G6 Frequency
*
Only 1 Cycle
Every Yr
Every 2 Yrs
Every 3 Yrs
Every 4 Yrs
Every 5 Yrs
Every 6 Yrs
Every 7 Yrs
Every 8 Yrs
Every 9 Yrs
Every 10 Yrs
Frequency goal is achieved. Example: If your goal is to buy a new car every 8 years, the frequency is 8.
G7 Frequency
*
Only 1 Cycle
Every Yr
Every 2 Yrs
Every 3 Yrs
Every 4 Yrs
Every 5 Yrs
Every 6 Yrs
Every 7 Yrs
Every 8 Yrs
Every 9 Yrs
Every 10 Yrs
Frequency goal is achieved. Example: If your goal is to buy a new car every 8 years, the frequency is 8.
G8 Frequency
*
Only 1 Cycle
Every Yr
Every 2 Yrs
Every 3 Yrs
Every 4 Yrs
Every 5 Yrs
Every 6 Yrs
Every 7 Yrs
Every 8 Yrs
Every 9 Yrs
Every 10 Yrs
Frequency goal is achieved. Example: If your goal is to buy a new car every 8 years, the frequency is 8.
G9 Frequency
*
Only 1 Cycle
Every Yr
Every 2 Yrs
Every 3 Yrs
Every 4 Yrs
Every 5 Yrs
Every 6 Yrs
Every 7 Yrs
Every 8 Yrs
Every 9 Yrs
Every 10 Yrs
Frequency goal is achieved. Example: If your goal is to buy a new car every 8 years, the frequency is 8.
G10 Frequency
*
Only 1 Cycle
Every Yr
Every 2 Yrs
Every 3 Yrs
Every 4 Yrs
Every 5 Yrs
Every 6 Yrs
Every 7 Yrs
Every 8 Yrs
Every 9 Yrs
Every 10 Yrs
Frequency goal is achieved. Example: If your goal is to buy a new car every 8 years, the frequency is 8.
G11 Frequency
*
Only 1 Cycle
Every Yr
Every 2 Yrs
Every 3 Yrs
Every 4 Yrs
Every 5 Yrs
Every 6 Yrs
Every 7 Yrs
Every 8 Yrs
Every 9 Yrs
Every 10 Yrs
Frequency goal is achieved. Example: If your goal is to buy a new car every 8 years, the frequency is 8.
G12 Frequency
*
Only 1 Cycle
Every Yr
Every 2 Yrs
Every 3 Yrs
Every 4 Yrs
Every 5 Yrs
Every 6 Yrs
Every 7 Yrs
Every 8 Yrs
Every 9 Yrs
Every 10 Yrs
Frequency goal is achieved. Example: If your goal is to buy a new car every 8 years, the frequency is 8.
G13 Frequency
*
Only 1 Cycle
Every Yr
Every 2 Yrs
Every 3 Yrs
Every 4 Yrs
Every 5 Yrs
Every 6 Yrs
Every 7 Yrs
Every 8 Yrs
Every 9 Yrs
Every 10 Yrs
Frequency goal is achieved. Example: If your goal is to buy a new car every 8 years, the frequency is 8.
G14 Frequency
*
Only 1 Cycle
Every Yr
Every 2 Yrs
Every 3 Yrs
Every 4 Yrs
Every 5 Yrs
Every 6 Yrs
Every 7 Yrs
Every 8 Yrs
Every 9 Yrs
Every 10 Yrs
Frequency goal is achieved. Example: If your goal is to buy a new car every 8 years, the frequency is 8.
G15 Frequency
*
Only 1 Cycle
Every Yr
Every 2 Yrs
Every 3 Yrs
Every 4 Yrs
Every 5 Yrs
Every 6 Yrs
Every 7 Yrs
Every 8 Yrs
Every 9 Yrs
Every 10 Yrs
Frequency goal is achieved. Example: If your goal is to buy a new car every 8 years, the frequency is 8.
G16 Frequency
*
Only 1 Cycle
Every Yr
Every 2 Yrs
Every 3 Yrs
Every 4 Yrs
Every 5 Yrs
Every 6 Yrs
Every 7 Yrs
Every 8 Yrs
Every 9 Yrs
Every 10 Yrs
Frequency goal is achieved. Example: If your goal is to buy a new car every 8 years, the frequency is 8.
G17 Frequency
*
Only 1 Cycle
Every Yr
Every 2 Yrs
Every 3 Yrs
Every 4 Yrs
Every 5 Yrs
Every 6 Yrs
Every 7 Yrs
Every 8 Yrs
Every 9 Yrs
Every 10 Yrs
Frequency goal is achieved. Example: If your goal is to buy a new car every 8 years, the frequency is 8.
G18 Frequency
*
Only 1 Cycle
Every Yr
Every 2 Yrs
Every 3 Yrs
Every 4 Yrs
Every 5 Yrs
Every 6 Yrs
Every 7 Yrs
Every 8 Yrs
Every 9 Yrs
Every 10 Yrs
Frequency goal is achieved. Example: If your goal is to buy a new car every 8 years, the frequency is 8.
G19 Frequency
*
Only 1 Cycle
Every Yr
Every 2 Yrs
Every 3 Yrs
Every 4 Yrs
Every 5 Yrs
Every 6 Yrs
Every 7 Yrs
Every 8 Yrs
Every 9 Yrs
Every 10 Yrs
Frequency goal is achieved. Example: If your goal is to buy a new car every 8 years, the frequency is 8.
G20 Frequency
*
Only 1 Cycle
Every Yr
Every 2 Yrs
Every 3 Yrs
Every 4 Yrs
Every 5 Yrs
Every 6 Yrs
Every 7 Yrs
Every 8 Yrs
Every 9 Yrs
Every 10 Yrs
Frequency goal is achieved. Example: If your goal is to buy a new car every 8 years, the frequency is 8.
G1 Start
*
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
First year goal is to be achieved
G2 Start
*
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
First year goal is to be achieved
G3 Start
*
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
First year goal is to be achieved
G4 Start
*
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
First year goal is to be achieved
G5 Start
*
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
First year goal is to be achieved
G6 Start
*
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
First year goal is to be achieved
G7 Start
*
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
First year goal is to be achieved
G8 Start
*
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
First year goal is to be achieved
G9 Start
*
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
First year goal is to be achieved
G10 Start
*
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
First year goal is to be achieved
G11 Start
*
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
First year goal is to be achieved
G12 Start
*
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
First year goal is to be achieved
G13 Start
*
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
First year goal is to be achieved
G14 Start
*
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
First year goal is to be achieved
G15 Start
*
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
First year goal is to be achieved
G16 Start
*
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
First year goal is to be achieved
G17 Start
*
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
First year goal is to be achieved
G18 Start
*
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
First year goal is to be achieved
G19 Start
*
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
First year goal is to be achieved
G20 Start
*
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
First year goal is to be achieved
G1 End
*
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
Last year goal is to be achieved
G2 End
*
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
Last year goal is to be achieved
G3 End
*
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
Last year goal is to be achieved
G4 End
*
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
Last year goal is to be achieved
G5 End
*
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
Last year goal is to be achieved
G6 End
*
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
Last year goal is to be achieved
G7 End
*
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
Last year goal is to be achieved
G8 End
*
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
Last year goal is to be achieved
G9 End
*
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
Last year goal is to be achieved
G10 End
*
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
Last year goal is to be achieved
G11 End
*
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
Last year goal is to be achieved
G12 End
*
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
Last year goal is to be achieved
G13 End
*
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
Last year goal is to be achieved
G14 End
*
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
Last year goal is to be achieved
G15 End
*
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
Last year goal is to be achieved
G16 End
*
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
Last year goal is to be achieved
G17 End
*
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
Last year goal is to be achieved
G18 End
*
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
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2046
2047
2048
2049
2050
2051
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2053
2054
2055
2056
2057
2058
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2060
Last year goal is to be achieved
G19 End
*
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
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2039
2040
2041
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2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
Last year goal is to be achieved
G20 End
*
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
Last year goal is to be achieved
G1 Amount
*
Annual dollar amount needed to achieve goal. In today's dollars only - no need to consider inflation for this exercise.
G2 Amount
*
Annual dollar amount needed to achieve goal. In today's dollars only - no need to consider inflation for this exercise.
G3 Amount
*
Annual dollar amount needed to achieve goal. In today's dollars only - no need to consider inflation for this exercise.
G4 Amount
*
Annual dollar amount needed to achieve goal. In today's dollars only - no need to consider inflation for this exercise.
G5 Amount
*
Annual dollar amount needed to achieve goal. In today's dollars only - no need to consider inflation for this exercise.
G6 Amount
*
Annual dollar amount needed to achieve goal. In today's dollars only - no need to consider inflation for this exercise.
G7 Amount
*
Annual dollar amount needed to achieve goal. In today's dollars only - no need to consider inflation for this exercise.
G8 Amount
*
Annual dollar amount needed to achieve goal. In today's dollars only - no need to consider inflation for this exercise.
G9 Amount
*
Annual dollar amount needed to achieve goal. In today's dollars only - no need to consider inflation for this exercise.
G10 Amount
*
Annual dollar amount needed to achieve goal. In today's dollars only - no need to consider inflation for this exercise.
G11 Amount
*
Annual dollar amount needed to achieve goal. In today's dollars only - no need to consider inflation for this exercise.
G12 Amount
*
Annual dollar amount needed to achieve goal. In today's dollars only - no need to consider inflation for this exercise.
G13 Amount
*
Annual dollar amount needed to achieve goal. In today's dollars only - no need to consider inflation for this exercise.
G14 Amount
*
Annual dollar amount needed to achieve goal. In today's dollars only - no need to consider inflation for this exercise.
G15 Amount
*
Annual dollar amount needed to achieve goal. In today's dollars only - no need to consider inflation for this exercise.
G16 Amount
*
Annual dollar amount needed to achieve goal. In today's dollars only - no need to consider inflation for this exercise.
G17 Amount
*
Annual dollar amount needed to achieve goal. In today's dollars only - no need to consider inflation for this exercise.
G18 Amount
*
Annual dollar amount needed to achieve goal. In today's dollars only - no need to consider inflation for this exercise.
G19 Amount
*
Annual dollar amount needed to achieve goal. In today's dollars only - no need to consider inflation for this exercise.
G20 Amount
*
Annual dollar amount needed to achieve goal. In today's dollars only - no need to consider inflation for this exercise.
Explain Goals Listed as "Other" Above
*
Describe "other" goals listed above in more detail
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