Financial Goals
I am licensed in provinces of BC, ON, AB and PEI. And is autorized by all these provincial goverments to collect this information to provide advise to clients. This information will only be used to gain understanding of your financial situation to provide better financial solution. BC Lic. Number: LIC-2022-0033558-R01
Today's Date
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Month
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Day
Year
Date
Name
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First Name
Last Name
Date of Birth
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Month
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Day
Year
Date
Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
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Please enter a valid phone number.
Email
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example@example.com
Martial Status
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Please Select
Single
Married
Spouse Name
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First Name
Last Name
Spouse Date of Birth
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Month
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Day
Year
Date
Spouse Phone Number:
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Please enter a valid phone number.
Spouse Email Address:
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example@example.com
Dependents
Top Financial Family Goals
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Strategies to Save Tax
Staretegies to Save and Grow Money
Pay off House Early
Education for my Children
How to pass my property and business to my beneficiaries
Protect my family from Unforeseen Setback (in case something happens)
Retire Early and Comfortably
Pay off Debts
Protect my Family's Income
Want to Buy Business/Home
Other
When was the last time you reviewed your family’s financial goals?
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Do you have an established monthly budget?
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Yes
No
Do you have a regular savings plan?
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Yes
No
Is there a particular topic you want to make sure we cover in our time together today?
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Back
Next
Save
How much Income tax you paid last year?
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What are you doing to save taxes as of now, any RRSP, FHSA, TFSA?
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What type of Savings plan do you have?
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How much Liquid savings you have?
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Are you happy with existing return on your money?
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Yes
No
Do you have Mortgage Insurance included in your monthly payments?
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Yes
No
How much you pay just for Mortgage Insurance every month?
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How much are you willing to set aside on a Monthly Basis to pay off your Mortgage early?
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Do you receive any Child Tax Benefit?
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Yes
No
What is the amount of Child Tax Benefit you receive in total?
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What do you do with that Child Tax Benefit money?
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Along with Child Tax Benefit, how much total you can save monthly for Education of your Children?
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Where will the money come from to pay Estate taxes, how much of protection you already have?
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Do you have any protection plans in place for Critical Illness or Disability?
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Critical Illness
Disability
None
Disability Protection in place:
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Disability Monthly Premiums
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Critical Illness Protection in Place:
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Critical Illness Monthly Premiums:
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Do you understand the challenges your family can face without Protection if something happens?
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Yes
No
What age do you expect to retire?
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How much income you require at Retirement (as in today's dollar value)?
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How much are you currently saving monthly towards your retirement plan?
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Do you think these Savings will be good enough for retirement?
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Yes
No
How much money are you willing to set aside monthly to fullfill your Retirement Goal?
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In what type of Circumstances do you want to insure your family's income?
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Life
Disability
Critical Illness
Do you feel the need to have some type of protection for your family?
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Yes
No
What is the reason for not being protected up till now?
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What dollar amount you want to save for Business/House?
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In how many years you want to buy Business/House?
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How much can you save monthly to achieve your dream of Business/House?
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What type of Debt do you Have?
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How much interest are you paying over debt?
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What is the balance left for debt?
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What is the monthly payment towards that debt?
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How much money are you willing to set aside monthly (extra) to pay off the debt early?
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Back
Next
Save
Cashflow and Debt
Total Monthly Net Income (after taxes):
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Spouse Total Monthly Net Income (after taxes)
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Any Other Income
Additional Comments about Income:
Total Income
Monthly Expenses (Put 0 if NA)
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Amount
Rent/Mortgage
Food/Grocery
Utilities(Gas/Mobile/Phone/Internet)
Auto Expenses
Other Monthly Payments(Debt etc.)
Health and Medical
Child Care
Any Other Expenses
Total Expenses
Debt
Amount
Monthly Payment
Interest Rate
Mortgage
Credit Card
Student Loan
Line of Credit
Car Loan
Any Other Loan
Total Debt
Number of Months to provide Emergency fund?
How much monthly do you need monthly in case of emergency?
How much do you currently have saved in a dedicated emergency fund?
Back
Next
Save
Protection and Building Wealth
Any Life Protection Plans available as of now:
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Yes
No
Own Protection Plans
Life Insured
Owner
Plan Type
Issue Year
Face Amount
Provider Company
Monthly Premiums
Beneficiary
Plan 1
Plan 2
Plan 3
Plan 4
Income Protection Required
Do you have any of these:
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RRSP/FHSA
TFSA
RESP
Real Estate
NA
Other
Total Invested in RRSP/FHSA till now:
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RRSP/FHSA Yearly Contribution:
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Average rate of return for RRSP/FHSA so far?
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Total Invested in TFSA till now:
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TFSA Yearly Contribution
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Average rate of return for TFSA so far?
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Total Invested in RESP till now:
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RESP Yearly Contribution:
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Average rate of return for RESP so far?
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Real Estate Total Value:
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Do you have any of these
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Will
Trust
No
Estimated Estate Value
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Estimated Estate Taxes
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Back
Next
Save
How much can you save comfortably after all your expenses, for Short Term Savings and Goals?
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How much can save comfortable after all your expenses, for Long Term Savings and Goals?
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If I could take away your largest financial headache, what would that be?
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If, when we get back together, I can offer you solutions that may help you and your family reach your goals, is there any reason we could not do business and get you started right away?
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No
Yes
Let’s look at our schedules and find a date and time to get back together.
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Month
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Day
Year
Date
Hour Minutes
AM
PM
AM/PM Option
Any Additional Comments (Assets other than liquid Savings?) (Optional Ask: We grow our business organically just by referrals, if you find our session educational today, are you willing to introduce us to to our known? Any 2-3 names?)
Save
Submit
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