Spending Snapshot Intake

Spending Snapshot Intake
Household Members
Who is completing this form?
Spouse / Partner A:
First names only are fine. This helps us correctly attribute accounts.
DOB
Do you have a spouse or partner you’d like to include?
Spouse / Partner B
First names only are fine. This helps us correctly attribute accounts.
DOB
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.

Rows	Spouse / Partner A	Spouse / Partner B
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?
What best describes your investment style?
Your state of residence?
Email (for report delivery)
example@example.com
What’s your Social Security benefit?
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.
Should be Empty:

Spending Snapshot Intake

Household Members

What are your approximate retirement account balances?

What are your expected monthly retirement income sources?