Financial Plan Data Gathering: Pre-Retiree
Please use this secure form to enter data needed to prepare your one-page plan. Your data is secure and not shared with anyone.
Client's Name
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First Name
Last Name
Co-Client's Name (if applicable)
First Name
Last Name
Client's Email
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example@example.com
Co-Client's Email (if applicable)
example@example.com
Client's Date of Birth
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Month
-
Day
Year
Date
Co-Client's Date of Birth (if applicable)
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Month
-
Day
Year
Date
If you were to prioritize the top 2-3 goals for your financial life, what would they be?
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Retirement (Work Optional) Planning
The following questions relate to your retirement planning goals.
At what age or date would you like to retire? (or be in a position to make work optional)
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What is your current income? (Client)
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What is your current income? (Co-Client if applicable)
What are your current monthly expenses? (a round number estimate is fine OR feel free to upload a more detailed amount at the end of the questionnaire)
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What income would you like to have to feel comfortable in retirement?
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What are your estimated monthly expenses in retirement? (a round number estimate is fine OR feel free to upload a more detailed amount/spreadsheet at the end of the questionnaire)
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What are your estimated Social Security benefits? (Client)
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**Statement upload or XML file upload (even better!) at the end of this questionnaire**
What are your estimated Social Security benefits? (Co-Client if applicable)
**Statement upload or XML file upload (even better!) at the end of this questionnaire**
Do you have a pension? (Client)
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Please Select
Yes
No
What are your estimated pension benefits? (Client)
**Statement upload at the end of this questionnaire**
Do you have a pension? (Co-Client if applicable)
Please Select
Yes
No
What are your estimated pension benefits? (Co-Client if applicable)
**Statement upload at the end of this questionnaire**
Savings
The following questions relate to your monthly/annual savings amounts.
How much do you save into your employer-sponsored plan per year (401(k), 403(b), etc.)? (Client)
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How much does your employer match in the plan per year (401(k), 403(b), etc.)? (Client)
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How much do you save into your employer-sponsored plan per year (401(k), 403(b), etc.)? (Co-Client if applicable)
How much does your employer match in the plan per year (401(k), 403(b), etc.)? (Co-Client)
How much do you save into other accounts? (Example: Backdoor Roth for $7,500, $25,000 per year into a Joint investment account, etc.) [Please list account type and how much]
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Are there any other accounts you save money into that haven't been mentioned yet?
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Balance Sheet
The following questions relate to your balance sheet. There is also a place at the end to upload statements for more accurate data gathering.
ASSETS: Please list out your assets by type/account.
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**Statement upload at the end of this questionnaire**
Liabilities (Debts): Please list out your assets by type/account.
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**Statement upload at the end of this questionnaire**
Insurance Planning
The following questions relate to your current insurance plan.
Please list out your insurance(s) by type/account.
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Estate Planning
The following questions relate to your current estate plan.
What documents do you have in place currently?
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Living trust
Will
Healthcare directive
Power of attorney
A more complex trust structure (GRAT, GRUT, ILIT, Dynasty, etc.)
I need assistance with what I should have!
Tax Planning
The following questions relate to your current tax plan.
Do you work with a CPA or Accountant?
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Please Select
Yes
No
I prepare my taxes myself
Secure File Upload
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