Finance Azimuth Check

Finance Azimuth Check

To get an idea of where you're at and save us time during our call.
Name

FirstLast
Age
Are you married?
Enter # of Children under 17 in the house
Phone Number
Format: (000) 000-0000.
Personal E-mail
example@example.com
Annual Taxable Employment Income (don't include self employment pay, VA benefits, BAH, deductions, or "take home" pay)
This is DFAS pay (don't include BAH...helps to have an LES to reference, you can upload one and leave this blank if you want, just make sure you account for spouses income)
Annual non-taxable income (VA benefits, CRSC, etc.)
BAS, BAH, etc. (again, upload recent LES if you want).
Do you have any self employment income? (NOT rental income)
Annual NET self employment income (after self employment deductions)
This is DFAS pay, W-2 pay, etc.
Total Assets (value of all things you own; investments, stocks, retirement, etc.)

Break down your assets (can be round/general numbers - best guess is fine)

Break down your debts (best of your ability, the more accurate the better)

Life Insurance Situation:
i.e. $1M term, expires at 57 y/o, $250k whole life @ $422/mo, etc.
Anything else I should know?
i.e. About to get a bonus, about to PCS, about to get married/divorced, etc.
What are your short and long term financial goals?
What are your top 3 questions you want answered in our call
File Upload (LES, W-2, Tax Return, etc.)

Not required - but this helps us examine tax strategy to see if there are any gaps or recommendations that should be addressed
Cancelof
Do you prefer virtual or in person (in person only available in Moore County)