• Financial Checkup

    Complete this multi-section financial checkup so we can review your household situation, goals, and documents, then follow up with your results.

  • Household Basics

  • Format: (000) 000-0000.
  • Relationship status*
  • Include partner?*
  • Do you have children or other dependants?*

  • Work and Income

  • Current employment status*
  • Approximate gross annual income before tax*
  • Do you have variable income?*
  • Partner's employment status
  • Partner's approximate gross annual income

  • Spending and Cash Flow

  • How do you currently track your spending?*
  • Which best describes your average monthly cash flow?*
  • Approximate total monthly spending, including housing, debt payments, daycare, and similar expenses*
  • Do you automate any savings or investing each month?*

  • Debts and Liabilities

  • Do you currently have a mortgage?*
  • Other debts or liabilities
  • Current concern about debt or cash-flow pressure*

  • Savings and Investments

  • Which savings and investment account types do you currently hold?*
  • Do you currently contribute to a TFSA?*
  • Do you currently contribute to an RRSP?*
  • Do you currently contribute to an employer savings or pension plan?*
  • Do you currently contribute to an RESP?*

  • Benefits, Pensions, and Insurance

  • Benefits through work for you or your partner
  • Do you have life insurance?
  • Disability or critical illness coverage beyond government programs
  • Current will and powers of attorney status

  • Goals and Priorities

  • Primary desired outcome from the checkup*

  • Logistics and Consent

  • How did you hear about this checkup?*
  • Preferred result delivery method*
  • Should be Empty: