Financial Game Plan
We're excited to help you strengthen your financial foundation!
Advisor
*
First Name
Last Name
Email
*
example@example.com
Trainee
First Name
Last Name
Date
-
Month
-
Day
Year
Date
Client Name
First Name
Last Name
Suffix
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Spouse Name
First Name
Last Name
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
FAMILY
OCCUPATION
RECREATION
MOTIVATION
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What does a Solid Financial House Look Like
Goal 1
Goal 2
Goal 3
Financial House
Rows
Yes
No
Excited to Improve
Life insurance outside of your job?
Emergency Fund?
Debt Free?
Investment/ Retirement
Reaching your FIN
How soon would you want to improve these things if you could?
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Setting The Second Appointment
On a scale of 1 to 10, 10 being the highest what's your desire level to do better financially?
Worst
1
2
3
4
5
6
7
8
9
Best
10
1 is Worst, 10 is Best
Second Appointment
How much can you contribute towards your wealth plan?
$50 - $250
$250 - $500
$500 - $1000
$1000+
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Investments & Retirement
Income, Taxes, and Expenses
Investment Accounts
Did you get Statements, Portal Screen Shots?
YES
NO
Bank Accounts Total?
Is that more than a few months of expenses for your family?
YES
NO
Would you be open to having that money grow faster for your future goals or emergency fund?
YES
NO
Notes:
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Home & Auto Insurance
Answer Financial
Answer Financial -If we can save you on your Home & Auto would you switch?
YES
NO
Answer Financial Appointment
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Life Insurance
Own Life Insurance?
YES
NO
Outside of work?
YES
NO
Life Insurance
Notes:
*Did you write a life Policy?
YES
NO
Written Policy Info
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Referrals
First Names Only
Client- Wedding List
Spouse- Wedding List
Client- M/F/B/S
Spouse- M/F/B/S
Client- 3 Best Friends
Spouse-3 Best Friends
Client-Tax account/lawyer/realtor
Spouse-Tax account/lawyer/realtor
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