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Financial Planning Form
Thank you for taking the time to provide us with your financial information
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1
Contact Information
Name
Spouse/Partner Name
Email
Spouse/Partner Email
Phone
Spouse/Partner Phone
Date of Birth
Spouse/Partner Date of Birth
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2
Please least any financial concerns you have now and for retirement:
Concern 1 - example: Can I retire at age 65? How aggressive do I need to be with my 401K?
Concern 2
Concern 3
Concern 4
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3
Please check each area you would like us to address in your planning meeting
What are the most important areas of your financial investments?
Financial Planning
Estate Planning
Investment Management
Real Estate Analysis
Retirement Income Analysis
Social Security Analysis
Long Term Care
Life Insurance
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4
Retirement & Other Investment Assets
Please provide asset balances below for all household for Prosper to use in planning
401(k), 403(b) etc
Spouse/Partner - 401(k), 403(b) etc
IRA - Traditional & ROTH
Spouse/Partner - IRA - Traditional & Roth
Non-Retirement Investment Accounts
Spouse/Partner - Non-Retirement Investment Accounts
Bank Savings & Money Market Accounts
Annuity Investments
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5
Sources of Current and/or Retirement Income
Social Security
Spouse/Partner - Social Security
Pension
Spouse/Partner - Pension
Continued Employment Income (in retirement)
Spouse/Partner - Continued Employment (in retirement)
Annuity Income
Real Estate Rental Income
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6
Expenses ONCE Retired
Please provide MONTHLY expense amount
Housing - Mortgage, rent, utilities
Personal - Clothing, groceries, entertainment
Transportation - Car payments, gas, maintenance
Taxes
Insurance - Auto, homeowners, life insurance
Health Care - Medical, Long term care, medication
Travel
Other
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