Homework Packet
Will the engagement be individual or joint?
Individual
Joint
Personal Information
Client 1
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Date of Birth
-
Month
-
Day
Year
Date
Citizenship
US Citizen
Greencard Holder
Non US-Citizen
Citizenship Country
Home Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Client 2
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Date of Birth
-
Month
-
Day
Year
Date
Citizenship
US Citizen
Greencard Holder
Non US-Citizen
Citizenship Country
Home Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Family Information
What is your relationship status?
Single
Legally Separated
Engaged
Married or Domestic Parnership
Spouse / Partner's Name
First Name
Last Name
Client 1
Have you been married previously?
Yes
No
Do you have children or other dependents?
Yes
No
Child(ren)'s Information
*
Are any of your children or dependents minors or disabled?
Yes
No
Client 2
Have you been married previously?
Yes
No
Do you have additional children or other dependents not listed above?
Yes
No
Child(ren)'s Information
*
Are any of your children or dependents minors or disabled?
Yes
No
Employment Information
Client 1
Current Employment Status
Employed
Self-Employed
Student
Not Currently Employed
Retired
Employer Name
Job Title
Gross Annual Income
Years With Employer
Client 2
Current Employment Status
Employed
Self-Employed
Student
Not Currently Employed
Retired
Employer Name
Job Title
Gross Annual Income
Years With Employer
Three Questions Exercise
Imagine you are financially secure, that you have enough money to take care of your needs, now and in the future. How would you live your life? Would you change anything? Let yourself go. Don't hold back on your dreams. Describe a life that is complete and richly yours.
Now imagine that you visit your doctor, who tells you that you have only 5-10 years to live. You won't ever feel sick, but you will have no notice of the moment of your death. What will you do in the time you have remaining? Will you change your life and how will you do it?
Finally, imagine that your doctor shocks you with the news that you only have 24 hours to live. Notice what feelings arise as you confront your very real mortality. Ask yourself: What did you miss? Who did you not get to be? What did you not get to do?
Necessary Documents
Assets
All account information here can be provided through linking your Advizr instead of providing documents.
Living Situation
Homeowner
Renter
Do you have any of the following account types?
Bank Accounts
Investment Accounts
Retirement Accounts
Other Asset Accounts
Bank Statement(s)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Investment Account Statement(s)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Retirement Account Statement(s)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Zillow Property Value(s)
Browse Files
Drag and drop files here
Choose a file
If Homeowner
Cancel
of
Other Asset Statement(s)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Liabilities
All account information here can be provided through linking your Advizr instead of providing documents.
Do you have any of the following account types?
Credit Cards
Mortgage
Student Loans
Car Loans
Other Liability Accounts
Credit Card Statement(s)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Mortgage Statement(s)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Student Loan Statement(s)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Car Loan Statement(s)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Other Liability Statement(s)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Income
Pay Stub(s)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Expenses
Expenses Printout (Mint, YNAB, etc.)
Browse Files
Drag and drop files here
Choose a file
Or ask for worksheet
Cancel
of
Last Year's Tax Return
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Insurances
Do you have any of the following insurance policies?
Homeowner's / Renter's
Auto
Umbrella Liability
Life
Disability
Long-Term Care
Homeowner's / Renter's Statement(s)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Auto Insurance Statement(s)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Umbrella Liability Statement(s)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Life Insurance Statement(s)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Disability Insurance Statement(s)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Long-Term Care Statement(s)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Legal Documents
Do you have any of the following estate documents?
Will
Power of Attorney
Will(s)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Power(s) of Attorney
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Business Documents
Do you own a business?
Yes
No
Balance Sheet from Last Year
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Profit / Loss Statement from Last Year
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Save
Submit
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