Comprehensive Planning Questionnaire
Client Name
*
First Name
Last Name
Client E-mail
example@example.com
Client Date of Birth
-
Month
-
Day
Year
Date
Client Spouse Name
First Name
Last Name
Client Spouse Date of Birth
-
Month
-
Day
Year
Date
Client Spouse E-mail
example@example.com
Client: What is your current employment income per year?
Client Spouse: What is your current employment income per year?
Client: When do you intend to take your Social Security and what is the dollar amount? (If you don't know, your advisor can help determine.)
Please give specific details
Client Spouse: When do you intend to take your Social Security and what is the dollar amount? (If you don't know, your advisor can help determine.)
Please give specific details
Client and/or Spouse: Will you receive a monthly pension? (non 401k) - (If so, what age and how much?
Please give specific details
List all Goals (Please be specific)
When do you plan to retire? (Please give date or age for Client and Spouse)
Please give specific details
What are your current living expenses, not including primary mortgage?
Please give specific details
Please list all Real Estate Holdings. (Please include name, values, mortgages and interest rates and ownership)
Please give specific details
Please list all IRA holdings. (Please include Custodian/Brokerage Firm, account values, and ownership)
Please give specific details
Please list all 401k holdings. (Please include Company/401k Sponsor, account values, and ownership)
Please give specific details
Please list all non-tax deferred investment and savings accounts. (Please include name of account and values)
Please give specific details
Please upload your most current savings, investment and retirement account statements for analysis, transfer or consolidation.
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Please upload your current will and any trust documents relating to your estate planning goals.
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