Client Starter Kit

  • Client Starter Kit

    Upon Submission your Starter Kit will be sent to your MathiesFP Coach!
  • Who is your advisor coach?*
  • Choose your marital status*
  • Choose your tax filling status*
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  • Veteran
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  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.

  • Other information

  • Do you have a will?*
  • Have you named your beneficiaries?*
  • Do you have health insurance?*
  • Do you have a health savings account?*
  • Do you own disability insurance?*
  • Do you own long term care insurance?*
  • Do you have a general durable power of attorney?*
  • Do you have a healthcare power of attorney?*
  • Do you own final expense (burial) insurance?*
  • Do you have a trust(s)*

  • Information of People who Live inside your American Dream

    These are the people that live inside your American Dream, but are not beneficiaries. For example: cousins, best friend, business partner, god-children etc. can be anyone as long as they are not also beneficiaries.
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  • Add Another Person
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  • Add Another Person
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  • Add Another Person
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  • Beneficiaries

    (Son, Daughter, Mom, Dad, etc.)
  • Have you named beneficiaries?*
  • How many beneficiaries have you named?
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  • Financial Goals

    List 1-4 goals you'd like to achieve with your finances and the date you'd like to achieve it by.

  • Employment income

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  • Social Security Benefits (if known)

  • Pension Benefits

  • Do you have pension benefits?*

  • Spendable Assets

    This includes all bank accounts (savings / checking), retirement accounts (IRA, 401K, etc.), CDs, Stocks etc.
  • Do you have Spendable assets?*
  • Who Owns It?
  • Do you have more Spendable assets?
  • Who Owns It, Owner or Spouse Name
  • Do you have more Spendable assets?
  • Who Owns It, Owner or Spouse Name
  • Do you have more Spendable assets?
  • Who Owns It, Owner or Spouse Name
  • Do you have more Spendable assets?
  • Who Owns It, Owner or Spouse Name
  • Do you have more Spendable assets?
  • Who Owns It, Owner or Spouse Name
  • Do you have more Spendable assets?
  • Who Owns It, Owner or Spouse Name
  • Do you have more Spendable assets?
  • Who Owns It, Owner or Spouse Name
  • Do you have more Spendable assets?
  • Who Owns It, Owner or Spouse Name

  • Protected Assets

    Non-spendable assets. For Example: your home, collector cars, art work
  • Do you have Protected assets?*
  • Do you have more Protected assets?
  • Do you have more Protected assets?

  • Single Premium Annuities

  • Do you have Single Premium Annuities?
  • Payout
  • Mode
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  • Do you have more Single Premium Annuities?
  • Payout
  • Mode
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  • Income Benefit Annuities

  • Do you have Income Benefit Annuities?
  • Payout
  • Mode
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  • Do you have more Income Benefit Annuities?
  • Payout
  • Mode
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  • Risk assessment questions

  • How many years can you let your assets grow before having to take out withdrawals?*
  • Which statement best describes how you feel about saving and risk?*
  • What would you consider a reasonable interest rate or rate of return on your investments?*
  • Which one of the possible outcomes on a one-year investment below, indicates the amount of risk you would be comfortable taking?*

  • Expenses

  • Monthly Budget Worksheet

    (Make sure to break all ANNUAL payments such as property taxes and insurance into monthly payments for this form)

  • Daily Living 

  • Healthcare & Insurance

  • Transportation

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  • Debt & Obligation

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  • Entertainment

  • Miscellaneous

  • Liabilities

    Include any liabilities not listed in the budget above here.
  • Do you have Liabilities?*
  • Do you have more Liabilities?

  • Cash Flow

    This would be things like rent payments from rental properties, or royalties from another business, child support received, alimony received - any cash coming in that is not earned income.
  • Do you have Existing Cash Flow?*
  • Mode
  • Type
  • Taxation
  • Do you have more Existing Cash Flow?
  • Mode
  • Type
  • Taxation

  • Red Line Solves

    If you are projected to be "in the red", meaning your money will run out before you'd like it to, use a scale of 1-6 where 1 would be the most desirable step and 6 the least desirable step in order to correct this. 

  • Health Information   

  • Smoker
  • Smoker (Spouse)

  • Existing Life Insurance Information   

  • Do you have Existing Life Insurance?*
  • Type
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  • Do you have more Existing Life Insurance?
  • Type
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  • Existing Long-Term Care Coverage Information 

  • Do you have Long-Term Care Coverage*
  • Type
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  • Inflation Type

  • Additional Information

    Please list any additional information you would like to share with your coach.

  • In order to make your “Retirement Profile” personal and accurate, we will need to have the following information:

    You can upload documents below, email documents to your coach, or bring copies to the office. 


    1. Recent pay stub(s) so we can accurately calculate current income.

    2. Current balances of any Retirement Accounts which are specifically earmarked for retirement including IRAs, 401Ks, brokerage statements, mutual funds, stocks, variable annuities, fixed annuity contracts, etc. Also, make sure to include
    cash on hand and/or emergency fund balances.

    3. Most recent copies of any personal insurance statements including life insurance, long term care and disability income insurance.

    4. A recent Statement(s) of Benefits from the Social Security Administration. If you do not have your statement(s), please log on to www.ssa.gov and click “My Social Security” to create an account. If you already have an account, you should be
    able to download your most recent statement. If you have further questions, please call the Social Security office toll-free at 800-772-1213.

    5. Insurance or pension benefits provided by your employer, if any. This may include health, life or disability income insurance policies, along with any pension benefit statements. Please make sure if you have a pension that you have the
    pension benefits available. This information can be obtained by contacting your pension plan.

    6. Most recent tax return (state & federal). We will need your total itemized deductions and personal exemptions.

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