Financial Checklist

  • Financial Checklist

  • Format: (000) 000-0000.

  • Employment Information

  • What is your employment status?*

  • Employment Information

  • Your Current Unemployment Income

  • My Anticipated Retirement Information

  • When do you expect to retire?*

  • My Retirement Information

  • What is your marital status?*

  • My Spouse/Partner Information

  • Format: (000) 000-0000.

  • Spouse/Partner Employment Information

  • What is your spouse/partner's employment status?*

  • Spouse/Partner Employment Information

  • Your Spouse/Partner's Current Unemployment Income

  • Spouse/Partner Anticipated Retirement Information

  • When does your spouse/employer expect to retire?*

  • Spousal/Partner Retirement Information

  • Do you have any children?*

  • Child #1

  • Child #2

  • Child #3

  • Child #4

  • Investment Accounts

  • Do you or your spouse/partner have any investment, retirement, pension, or college savings accounts not held with Money Concepts?*
  • Who owns this account?*
  • What type of account is it?*
  • Where is this account held?*
  • Do you or your spouse/partner have any other accounts not held with Money Concepts?*
  • Who owns this account?*
  • What type of account is it?*
  • Where is this account held?*
  • Do you or your spouse/partner have any other accounts not held with Money Concepts?*
  • Who owns this account?*
  • What type of account is it?*
  • Where is this account held?*
  • Do you or your spouse/partner have any other accounts not held with Money Concepts?*
  • Who owns this account?*
  • What type of account is it?*
  • Where is this account held?*
  • Do you or your spouse/partner have any other accounts not held with Money Concepts?*
  • Who owns this account?*
  • What type of account is it?*
  • Where is this account held?*
  • Do you or your spouse/partner have any other accounts not held with Money Concepts?*
  • Who owns this account?*
  • What type of account is it?*
  • Where is this account held?*
  • Do you or your spouse/partner have any other accounts not held with Money Concepts?*
  • Who owns this account?*
  • What type of account is it?*
  • Where is this account held?*
  • Do you or your spouse/partner have any other accounts not held with Money Concepts?*
  • Who owns this account?*
  • What type of account is it?*
  • Where is this account held?*
  • Do you or your spouse/partner have any other accounts not held with Money Concepts?*
  • Who owns this account?*
  • What type of account is it?*
  • Where is this account held?*
  • Do you or your spouse/partner have any other accounts not held with Money Concepts?*
  • Who owns this account?*
  • What type of account is it?*
  • Where is this account held?*

  • Investment/Savings Information

  • Life Insurance Plans

    Please bring copies of your policy to your meeting for review.
  • Do you or your partner have life insurance?*
  • What type of policy is it?*
  • How often do you pay the premium for this policy?*
  • Do you (or your spouse/partner) have any other life insurance?*
  • What type of policy is it?*
  • How often do you pay the premium for this policy?*
  • Do you (or your spouse/partner) have any other life insurance?*
  • What type of policy is it?*
  • How often do you pay the premium for this policy?*
  • Do you own a home?*
  • Are you anticipating purchasing a home within the next 5 years?*
  • Do you own any other homes or property?*
  • What type of property is it?*
  • Do you have any outstanding credit card debt?*
  • Do you have any outstanding car loans?*
  • Do you have any other outstanding debts (e.g., student loans, 2nd mortgage, Home Equity Line of Credit (HELOC), family assistance obligations?*
  • What type of debt is it?*
  • Do you have any other outstanding debt?*
  • What type of debt is it?*
  • Do you have any other outstanding debt?*
  • What type of debt is it?*

  • Will / Power of Attorney / Advance Directive for Health Care

  • Do you have a will?*
  • If you have a will, how old is it?*
  • Do you have an Advance Directive for Health Care (also known as a Living Will or Medical Power of Attorney?*
  • If you have an Advance Directive for Health Care, how old is it?*
  • Do you have a Financial Power of Attorney?*
  • If you have a Financial Power of Attorney, how old is it?*
  • Should be Empty: