Financial Planning 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 *

P2 Type *

P3 Type *

P4 Type *

P5 Type *

Participant 6 (P6) Name *

Participant 7 (P7) Name *

Participant 8 (P8) Name *

Participant 9 (P9) Name *

Participant 10 (P10) Name *

P6 Type *

P7 Type *

P8 Type *

P9 Type *

P10 Type *

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) *

Household Annual Saving to Taxable Accounts (C1 + C2) *

Retirement Goals

C1 Desired Retirement Year *

C1 Number of Plan Years After Retirement *

C2 Desired Retirement Year *

C2 Number of Plan Years 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) *

Goal 2 (G2) *

Goal 3 (G3) *

Goal 4 (G4) *

Goal 5 (G5) *

Goal 6 (G6) *

Goal 7 (G7) *

Goal 8 (G8) *

Goal 9 (G9) *

Goal 10 (G10) *

Goal 11 (G11) *

Goal 12 (G12) *

Goal 13 (G13) *

Goal 14 (G14) *

Goal 15 (G15) *

Goal 16 (G16) *

Goal 17 (G17) *

Goal 18 (G18) *

Goal 19 (G19) *

Goal 20 (G20) *

G1 Owner *

G2 Owner *

G3 Owner *

G4 Owner *

G5 Owner *

G6 Owner *

G7 Owner *

G8 Owner *

G9 Owner *

G10 Owner *

G11 Owner *

G12 Owner *

G13 Owner *

G14 Owner *

G15 Owner *

G16 Owner *

G17 Owner *

G18 Owner *

G19 Owner *

G20 Owner *

G1 Priority *

G2 Priority *

G3 Priority *

G4 Priority *

G5 Priority *

G6 Priority *

G7 Priority *

G8 Priority *

G9 Priority *

G10 Priority *

G11 Priority *

G12 Priority *

G13 Priority *

G14 Priority *

G15 Priority *

G16 Priority *

G17 Priority *

G18 Priority *

G19 Priority *

G20 Priority *

G1 Frequency *

G2 Frequency *

G3 Frequency *

G4 Frequency *

G5 Frequency *

G6 Frequency *

G7 Frequency *

G8 Frequency *

G9 Frequency *

G10 Frequency *

G11 Frequency *

G12 Frequency *

G13 Frequency *

G14 Frequency *

G15 Frequency *

G16 Frequency *

G17 Frequency *

G18 Frequency *

G19 Frequency *

G20 Frequency *

G1 Start *

G2 Start *

G3 Start *

G4 Start *

G5 Start *

G6 Start *

G7 Start *

G8 Start *

G9 Start *

G10 Start *

G11 Start *

G12 Start *

G13 Start *

G14 Start *

G15 Start *

G16 Start *

G17 Start *

G18 Start *

G19 Start *

G20 Start *

G1 End *

G2 End *

G3 End *

G4 End *

G5 End *

G6 End *

G7 End *

G8 End *

G9 End *

G10 End *

G11 End *

G12 End *

G13 End *

G14 End *

G15 End *

G16 End *

G17 End *

G18 End *

G19 End *

G20 End *

G1 Amount *

G2 Amount *

G3 Amount *

G4 Amount *

G5 Amount *

G6 Amount *

G7 Amount *

G8 Amount *

G9 Amount *

G10 Amount *

G11 Amount *

G12 Amount *

G13 Amount *

G14 Amount *

G15 Amount *

G16 Amount *

G17 Amount *

G18 Amount *

G19 Amount *

G20 Amount *

Explain Goals Listed as "Other" Above *

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