McCright Solutions Financial Planning
Client Intake Form:
Personal Information
Name
First Name
Last Name
Date of Birth
-
Year
-
Month
Day
Date
Phone Number
Please enter a valid phone number.
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Marital Status
Please Select
Married
Single
Separated
Dependents and Ages
Financial Snapshot:
Income:
Monthly income plus additional Annual amount
Expenses:
Monthly Living Expenses: Debt payments (List each debt and Min payment)
Assets:
Bank Account, Investment/retirement account, Real Estate, ECT
Liabilities:
Mortgage, Student loans, CC debt, any other loans
Retirement Planning:
Existing Retirement account:
401k, IRA, Specify Balance and Type
Retirement Goals:
Age, Lifestyle expectations, Goals
Life Insurance:
Policy Details, Cash value/Death Benefit
Legal Documents
Will, Trust, Power of Attorney ect
Debt Management:
Debt Overview:
Total Debt Amount, Interest Rates, Monthly Debt payment
Current Insurance Policies
Health, Life, Car, House, Animal
Financial Goals and Concerns
Financial Goals:
List Short Term then Long Term
Financial Concerns
Any specific financial concerns or challenges
Other Considerations:
Any additional information relevant to the financial planning process
Submit
Should be Empty: