About your Family

This section captures information about your family, including your children and other family members that are dependent on you. This helps me consider both you and your family when I make my recommendations.

Do you have children? If so, how many children from your current relationship do you have?

Child 1: First Name (from current relationship)

Child 1: Last Name

{child1}'s Date of Birth:*

Date

{child1}'s Gender:

MaleFemale

{child1}'s Marital status:

SingleMarriedDe facto

{child1}'s Partner's First Name:

{child1}'s Partner's Last Name:

{child1sPartners}'s Date of Birth:*

Date

{child1sPartners}'s Gender:

MaleFemale

Is {child1} financially dependent on you?

YesNo

Until what age is {child1} dependent on you?

Does {child1} have special needs?

YesNo

What are his/her special needs?

Further details about your relationship with {child1}:

Any strains, concerns about their partner, or general challenges

Child 2: First Name (from current relationship)

Child 2: Last Name

{child2414}'s Date of Birth:*

Date

{child2414}'s Gender:

MaleFemale

{child2414}'s Marital status:

SingleMarriedDe facto

{child2414}'s Partner's First Name

{child2414}'s Partner's Last Name

{child2414sPartners}'s Date of Birth:*

Date

{child2414sPartners}'s Gender:

MaleFemale

Is {child2414} financially dependent on you?

YesNo

Until what age is {child2414} dependent on you?

Does {child2414} have special needs?

YesNo

What are his/her special needs?

Further details about your relationship with {child2414}:

Any strains, concerns about their partner, or general challenges

Child 3: First Name (from current relationship)

Child 3: Last Name

{child3416}'s Date of Birth:*

Date

{child3416}'s Gender:

MaleFemale

{child3416}'s Marital status:

SingleMarriedDe facto

{child3416}'s Partner's First Name

{child3416}'s Partner's Last Name

{child3416sPartners}'s Date of Birth:*

Date

{child3416sPartners}'s Gender:

MaleFemale

Is {child3416} financially dependent on you?

YesNo

Until what age is {child3416} dependent on you?

Does {child3416} have special needs?

YesNo

What are his/her special needs?

Further details about your relationship with {child3416}:

Any strains, concerns about their partner, or general challenges

Child 4: First Name (from current relationship)

Child 4: Last Name

{child4}'s Date of Birth:*

Date

{child4}'s Gender:

MaleFemale

{child4}'s Marital status:

SingleMarriedDe facto

{child4}'s Partner's First Name

{child4}'s Partner's Last Name

{child4sPartners}'s Date of Birth:*

Date

{child4sPartners}'s Gender:

MaleFemale

Is {child4} financially dependent on you?

YesNo

Until what age is {child4} dependent on you?

Does {child4} have special needs?

YesNo

What are his/her special needs?

Further details about your relationship with {child4}:

Any strains, concerns about their partner, or general challenges

Child 5: First Name (from current relationship)

Child 5: Last Name

{child5}'s Date of Birth:*

Date

{child5}'s Gender:

MaleFemale

{child5}'s Marital status:

SingleMarriedDe facto

{child5}'s Partner's First Name

{child5}'s Partner's Last Name

{child5sPartners}'s Date of Birth:*

Date

{child5sPartners}'s Gender:

MaleFemale

Is {child5} financially dependent on you?

YesNo

Until what age is {child5} dependent on you?

Does {child5} have special needs?

YesNo

What are his/her special needs?

Further details about your relationship with {child5}:

Any strains, concerns about their partner, or general challenges

{firstName}, how many children from a previous relationship do you have (if any)?

No children from any previous relationship123

Child 1: First Name (from previous relationship)

Child 1: Last Name

{child1422}'s Date of Birth:*

Date

{child1422}'s Gender:

MaleFemale

{child1422}'s Marital status:

SingleMarriedDe facto

{child1422}'s Partner's First Name

{child1422}'s Partner's Last Name

{child1422sPartners}'s Date of Birth:*

Date

{child1422sPartners}'s Gender:

MaleFemale

Is {child1422} financially dependent on you?

YesNo

Until what age is {child1422} dependent on you?

Does {child1422} have special needs?

YesNo

What are his/her special needs?

Further details about your relationship with {child1422}:

Any strains, concerns about their partner, or general challenges

Child 2: First Name (from previous relationship)

Child 2: Last Name

{child2424}'s Date of Birth:*

Date

{child2424}'s Gender:

MaleFemale

{child2424}'s Marital status:

SingleMarriedDe facto

{child2424}'s Partner's First Name

{child2424}'s Partner's Last Name

{child2424sPartners}'s Date of Birth:*

Date

{child2424sPartners}'s Gender:

MaleFemale

Is {child2424} financially dependent on you?

YesNo

Until what age is {child2424} dependent on you?

Does {child2424} have special needs?

YesNo

What are his/her special needs?

Further details about your relationship with {child2424}:

Any strains, concerns about their partner, or general challenges

Child 3: First Name (from previous relationship)

Child 3: Last Name

{child3426}'s Date of Birth:*

Date

{child3426}'s Gender:

MaleFemale

{child3426}'s Marital status:

SingleMarriedDe facto

{child3426}'s Partner's First Name

{child3426}'s Partner's Last Name

{child3426sPartners}'s Date of Birth:*

Date

{child3426sPartners}'s Gender:

MaleFemale

Is {child3426} financially dependent on you?

YesNo

Until what age is {child3426} dependent on you?

Does {child3426} have special needs?

YesNo

What are his/her special needs?

Further details about your relationship with {child3426}:

Any strains, concerns about their partner, or general challenges

{firstName251}, how many children from a previous relationship do you have (if any)?

No children from any previous relationship123

Child 1: First Name (from previous relationship)

Child 1: Last Name

{child1428}'s Date of Birth:*

Date

{child1428}'s Gender:

MaleFemale

{child1428}'s Marital status:

SingleMarriedDe facto

{child1428}'s Partner's First Name

{child1428}'s Partner's Last Name

{child1428sPartners}'s Date of Birth:*

Date

{child1428sPartners}'s Gender:

MaleFemale

Is {child1428} financially dependent on you?

YesNo

Until what age is {child1428} dependent on you?

Does {child1428} have special needs?

YesNo

What are his/her special needs?

Further details about your relationship with {child1428}:

Any strains, concerns about their partner, or general challenges

Child 2: First Name (from previous relationship)

Child 2: Last Name

{child2430}'s Date of Birth:*

Date

{child2430}'s Gender:

MaleFemale

{child2430}'s Marital status:

SingleMarriedDe facto

{child2430}'s Partner's First Name

{child2430}'s Partner's Last Name

{child2430sPartners}'s Date of Birth:*

Date

{child2430sPartners}'s Gender:

MaleFemale

Is {child2430} financially dependent on you?

YesNo

Until what age is {child2430} dependent on you?

Does {child2430} have special needs?

YesNo

What are his/her special needs?

Further details about your relationship with {child2430}:

Any strains, concerns about their partner, or general challenges

Child 3: First Name (from previous relationship)

Child 3: Last Name

{child3432}'s Date of Birth:*

Date

{child3432}'s Gender:

MaleFemale

{child3432}'s Marital status:

SingleMarriedDe facto

{child3432}'s Partner's First Name

{child3432}'s Partner's Last Name

{child3432sPartners}'s Date of Birth:*

Date

{child3432sPartners}'s Gender:

MaleFemale

Is {child3432} financially dependent on you?

YesNo

Until what age is {child3432} dependent on you?

Does {child3432} have special needs?

YesNo

What are his/her special needs?

Further details about your relationship with {child3432}:

Any strains, concerns about their partner, or general challenges

{firstName}, how many other financial dependents do you have?

No other financial dependents123

Dependent 1: First Name

Dependent 1: Last Name

{dependent1}'s Date of Birth:*

Date

{dependent1}'s Gender

MaleFemale

Is {dependent1} financially dependent on you?

YesNo

Until what age is {dependent1} dependent on you?

Does {dependent1} have special needs?

YesNo

What are his/her special needs?

Further details about your relationship with {dependent1}:

Any strains, concerns about their partner, or general challenges

Dependent 2: First Name

Dependent 2: Last Name

{dependent2}'s Date of Birth:*

Date

{dependent2}'s Gender

MaleFemale

Is {dependent2} financially dependent on you?

YesNo

Until what age is {dependent2} dependent on you?

Does {dependent2} have special needs?

YesNo

What are his/her special needs?

Further details about your relationship with {dependent2}:

Any strains, concerns about their partner, or general challenges

Dependent 3: First Name

Dependent 3: Last Name

{dependent3}'s Date of Birth:*

Date

{dependent3}'s Gender

MaleFemale

Is {dependent3} financially dependent on you?

YesNo

Until what age is {dependent3} dependent on you?

Does {dependent3} have special needs?

YesNo

What are his/her special needs?

Further details about your relationship with {dependent3}:

Any strains, concerns about their partner, or general challenges

Are there any other family matters I should know?

YesNo

What are they?

About You

Client Details: {firstName}

Client Details: {firstName251}

About your Family

My Professionals