One-Time Financial Plan (Limited)

One-Time Financial Plan (Limited)

This form starts the process towards receiving your one-time financial plan.
This form should take 15-20 minutes to complete. Share as much, or as little, detail and information as you'd like. However, more information allows me to craft a better plan.

Grab a glass of wine, or your beverage of choice, and let's dive in!

Basic Contact Information
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Birthdate*

MonthDayYear
Date
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Employer*
Occupation*
Do you need to add a partner or spouse that you manage your finances with? (Have your partner/spouse complete a separate form if you manage your finances separately AND they would like a financial plan created.)*

YesNo

History with Money

A spouse or partner will have the opportunity to answer individually after this section (if applicable).
What is the best financial decision you've made? *
What is the worst financial decision you've made? *
Describe your history with money. How did your family handle money when you were growing up?*

History with Money (Spouse/Partner)
What is the best financial decision you've made? *
What is the worst financial decision you've made? *
Describe your history with money. How did your family handle money when you were growing up?*

Goals & Vision

This section will help create/refine your goals and vision if you haven't already. Complete as a couple if applicable.
Do you have any existing financial goals determined?*

YesNo
What are your existing financial goals?*
Try to frame your goals in a way that's: specific, measurable, achievable, relevant, and time-bound.
What are 2-3 things you want to achieve or experience in the next year?*
What are 2-3 things you want to achieve or experience in the next 5 years?*
What are 2-3 things you want to achieve or experience in the next 10 years?*
What do you envision retirement looking like?*
Us as much or a little detail as you'd like. Consider using age, dollar amounts, schedule, events, experiences, emotions, people, etc.
Describe your dream home
Are there any causes that you'd like to support or support more?*
List as many or as little as you'd like. If there are none then type "none" or "n/a".
What are 2-3 personal values that you hold or that's important to you ?*
Your Personal Vision Statement*
In 1-3 sentences write a draft of your personal vision statement. If you're having trouble, start with this format: My/Our vision is to "do, be, or see something happen in the world" impacting "a certain group or segment of people" as I grow and exercise "skills and values that you feel strongly about".

A few more things...
Do you have any top, or pressing, financial questions/concerns that you'd like addressed?
I will try to address as many as I can but there's no guarantee, especially if they require significant analysis and time to address.
Would you like access to Wealth.com to create your own estate planning documents (living trust, will, power of attorney, healthcare directive, etc.)? The added cost would be $100 and access would last 6 months. This option can be added later as well.*

YesNo
I understand that this limited financial plan offering may not be as thorough as other options offered by Prospurpose Wealth (e.g. One-Time Financial Plan).*
I agree to receive communication updates from Prospurpose Wealth:*

YesNo
Should be Empty:

Basic Contact Information