Client Starter Kit

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.
Name

First NameLast Name
Relationship
(ex. cousin, business partner, best friend, god-children, etc.)
Birthday

MonthDayYear
Date
Add Another Person

YesNo
Name

First NameLast Name
Relationship
(ex. cousin, business partner, best friend, god-children, etc.)
Birthday

MonthDayYear
Date
Add Another Person

YesNo
Name

First NameLast Name
Relationship
(ex. cousin, business partner, best friend, god-children, etc.)
Birthday

MonthDayYear
Date
Add Another Person

YesNo
Name

First NameLast Name
Relationship
(ex. cousin, business partner, best friend, god-children, etc.)
Birthday

MonthDayYear
Date

Beneficiaries

(Son, Daughter, Mom, Dad, etc.)
Have you named beneficiaries?*

YesNo
How many beneficiaries have you named?

123456
Beneficiary 1

First NameLast Name
Relationship
(son, daughter, mom, dad, etc.)
Birthday

MonthDayYear
Date
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Beneficiary #2

First NameLast Name
Relationship
(son, daughter, mom, dad, etc.)
Birthday

MonthDayYear
Date
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Beneficiary #3

First NameLast Name
Relationship
(son, daughter, mom, dad, etc.)
Birthday

MonthDayYear
Date
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Beneficiary #4

First NameLast Name
Relationship
(son, daughter, mom, dad, etc.)
Birthday

MonthDayYear
Date
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Beneficiary #5

First NameLast Name
Relationship
(son, daughter, mom, dad, etc.)
Birthday

MonthDayYear
Date
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Beneficiary #6

First NameLast Name
Relationship
(son, daughter, mom, dad, etc.)
Birthday

MonthDayYear
Date
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Financial Goals

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

Expenses
Current Monthly Expenses After Tax *
Projected Inflation Rate
Monthly Budget Worksheet

(Make sure to break all ANNUAL payments such as property taxes and insurance into monthly payments for this form)
Mortgage Principal & Interest
(Do not include taxes)
Real Estate Taxes
Homeowners Insurance
Home Equity Loan
Association Dues
Rent
Renters Insurance
Renters Insurance
Utilities – Gas – Electric
Water – Sewer
Cable – Phone – Internet
Maintenance & Improvement
House Cleaning
Daily Living
Food
Dinning Out
Clothing
Personal Care
Healthcare & Insurance
Health Insurance
Prescription
Life Insurance
Long Term Care insurance
Disability Insurance
Veterinarian

Other information