Spending Snapshot Intake
First Name
*
DOB
*
Retirement Status
*
Please Select
Not retired yet
Partially retired (working part-time or reduced hours)
Fully retired
Expected Retirement Date
Do you have a spouse or partner you’d like to include?
Please Select
Yes
No
First Name
*
DOB
*
Retirement Status
*
Please Select
Not retired yet
Partially retired (working part-time or reduced hours)
Fully retired
Expected Retirement Date
What are your approximate retirement account balances?
Enter your household totals for each account type. No need to split by partner/spouse — we’ll handle details later.
Traditional IRA/401(k)
Roth IRA/401(k)
Taxable Investment Account
Taxable Investment Account Cost Basis
If blank, we’ll assume 50% of the account value.
What are your expected monthly retirement income sources?
Enter monthly gross amounts separately for each partner/spouse — these can’t be combined.
Please enter each partner/spouse’s monthly income from the following sources: Social Security (Full Retirement Age (FRA)), pensions, annuities, or other regular payments (e.g., part-time work, rental income, alimony). Leave blank if not applicable.
*
Partner/Spouse 1
Partner/Spouse 2
Annuity Payments
Pension Income
Social Security
Other Income
If you entered ‘Other Income’, please describe the source of income.
How long do you want your income to last?
*
Please Select
To age 85
To age 90
To age 95+ (longevity planning)
What best describes your investment style?
*
Please Select
Conservative
Moderate
Growth-oriented
Your state of residence?
*
Please Select
AK – Alaska
AL – Alabama
AR – Arkansas
AZ – Arizona
CA – California
CO – Colorado
CT – Connecticut
DC – District of Columbia
DE – Delaware
FL – Florida
GA – Georgia
HI – Hawaii
IA – Iowa
ID – Idaho
IL – Illinois
IN – Indiana
KS – Kansas
KY – Kentucky
LA – Louisiana
MA – Massachusetts
MD – Maryland
ME – Maine
MI – Michigan
MN – Minnesota
MO – Missouri
MS – Mississippi
MT – Montana
NC – North Carolina
ND – North Dakota
NE – Nebraska
NH – New Hampshire
NJ – New Jersey
NM – New Mexico
NV – Nevada
NY – New York
OH – Ohio
OK – Oklahoma
OR – Oregon
PA – Pennsylvania
RI – Rhode Island
SC – South Carolina
SD – South Dakota
TN – Tennessee
TX – Texas
UT – Utah
VA – Virginia
VT – Vermont
WA – Washington
WI – Wisconsin
WV – West Virginia
WY – Wyoming
Email (for report delivery)
*
example@example.com
What’s your Social Security benefit?
*
Please Select
I know my monthly benefit amount
I want to estimate it based on my annual wages
Full Retirement Age (FRA) monthly benefit amount
Monthly Amount
Annual Wages
Annuity Payments
Number
Pension
Other Income
Rental income, part-time work, business interest, etc.
Submit
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