Planning Worksheet

Financial Planning Worksheet

CONFIDENTIAL
Name

First NameLast Name
Joint Name

First NameLast Name
Mobile Phone
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Annual Budget

Housing Expenses

Rows	Amount
Mortgage/Rent
Second Mortgage/Rent
Condo/Association Fees
Insurance
Taxes
Other

*If other, please explain

Entertainment Expenses

Rows	Amount
Travel
Hobbies
Membership Dues
Other

*If other, please explain

Transportation Expenses

Rows	Amount
Car Payment 1
Car Payment 2
Auto Insurance
Other

*If other, please explain

Savings

Rows	Amount ($)	Percent (%) of Salary (Optional)
Retirement Contributions (i.e. 401(k), 403(b), 457, IRA, etc.)
Employer Match
Taxable
Tax-Deferred
Tax-Exempt
Other
Other

*If other, please explain

Sources of Income

Rows	Amount
Salary 1
Salary 2
Social Security 1
Social Security 2
Pension 1
Pension 2
Other
Other

*If other, please explain

Assets/Liability (Personal property, businesses, debt)

Rows	Brief Description	Account Location (i.e. bank or debtor)	Current Value	Amount Owed	Debt Maturity Date	Interest Rate
Home
Personal Property
Business
Toys
Other assets
Student Loans
Credit Card
Personal Loans
Business Loans
Other Liability

*If other, please explain

Account Summary (Bank Accounts, Annuities, Life Insurance Policies)

Rows	Account Owner	Account No.	Account or Product Type (i.e. CD, checking, etc.)	Market (Benefit) Value	Bank or Ins. Co Name
Bank Accounts
1
2
3
4
Annuities/Life Insurance
1
2
3
4

(Optional) Upload statements from investment accounts and insurance policies.

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Let us know if you have any questions or comments. Thank you!
All information is strictly confidential. Securities offered through Avantax Investment Services℠, Member FINRA,SIPC. Advisory services offered through Avantax Advisory Services℠, 408 W. Michigan Ave, Jackson, MI 49201.
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