Financial Needs Analysis Form

Financial Needs Analysis Form

We are excited to help you strengthen your financial foundation! Please complete this form and submit. Collect any documentation (account statements, debt statements, life insurance policies, etc). and have them ready for our appointment.
Full Name
Your Birth Date

DayMonthYear
Phone Number
Please enter a valid phone number.
Email
example@example.com
Address

Street Address Line 1

Street Address Line 2

CityState

Zip CodeCountry
Spouse's Name

First NameLast Name
Spouse's Birth Date

MonthDayYear
Spouse's Email
example@example.com
Spouse's Cell
Child 1

First NameLast Name
Child's Date of Birth

MonthDayYear
Child 2

First NameLast Name
Child's Date of Birth

MonthDayYear
Child 3

First NameLast Name
Child's Date of Birth

MonthDayYear
Child 4

First NameLast Name
Child's Date of Birth

MonthDayYear
Any additional children list names and DOBs
Profession
Do you intend to retire there?
How often do you get paid?

WeeklyEvery Two WeeksBi-MonthlyMonthlyOther
Your take home (net) pay
Spouse's Occupation
How often does your spouse get paid?

WeeklyEvery Two WeeksMonthlyNo IncomeOther
Your spouse's take home (net) pay
Total All Additional Income
Do you receive any additional monthly income?

NoneSocial SecurityDisabilityAlimonyChild SupportRetirement or PensionRental Property (provide details during appt)Other
What is your biggest financial headache?
understanding how money works
Housing (renting)

OwnRentLiving rent free with family or friends
When are you planning to buy a house?
Monthly rent or mortgage
If multiple mortgages, provide detail at appt
Interest Rate
%
Balance of Mortgage
Amount of Car Payment 1
Approximate Total Owed
Amount of Car Payment 2
Approximate Total Owed
Amount of Credit Card or Loan
Approximate Total Owed
Amount of Credit Card or Loan
Approximate Total Owed
Amount Credit Card of Loan
Approximate Total Owed
Additional Credit Card Debts Data (name/balance/rate)
Do you have a loan out on your current 401k/403b/457/TSP?
If applicable list payment per check
Remaining Balance of loan on current retirement account
If applicable - list remaining balance
Last Filed Income Tax Refund

$0 to $1000$1000 to $3000Greater than $3000I owed and paid less than $1000I owed and paid more than $1000I still owe the IRS
Approximate Utilities (gas, water, trash, electric)
Approximate Tech (internet, cell, cable)
Approximate Monthly Grocery Exp
Approximate Monthly Eating Out Exp
Approximate Car Ins Exp
Approximate Fuel Exp
Approximate Health Ins Exp
Approximate Hobies
Approximate Child Care
Approximate Child Support
Approximate Alimony
Approximate Personal Care
Haircuts, Beauty, Massage, Therapies, etc
What type of retirement accounts do you have? (Please have any statements at appt)

Current 401k/403b/457/TSPOld 401k/403b/457/TSPIRARoth
What type of retirement accounts does your spouse have? (Please have any statements at appt)

Current 401k/403b/457/TSPOld 401k/403b/457/TSPIRARoth
Approximate Retirement Value (current)
Approximate Retirement Value (old)
Spouse Retirement Value (current)
Spouse Retirement Value (old)
Approx Liquid Cash (savings / stock)
College Savings (529 or other savings)
What type of life insurance do you have? (Have policy or any paperwork with you at appt)

NoneGroup (through employer)Term (temporary - covers specific amount of years)Permanent (has cash value)
How much do you feel you have left over after all the bills are paid?
Scale of 1-10, how serious are you about improving your family's financial situation?

1

2

3

4

5

6

7

8

9

10

1 is Not Serious, 10 is Very Serious
Should be Empty: