Comprehensive Planning Pre-Meeting Form

Recipient
Client 1 Full Name
Client 2 Full Name
Earn Into Wealth Advisory Pre-Meeting Form

Earn Into Wealth specializes in helping busy high-earning professionals to develop, implement, and monitor a financial plan to accumulate wealth. If you have already completed this form in a previous step, please skip. Check your email for confirmation of your submission. To secure your meeting slot, kindly complete this pre-meeting questionnaire.
Household Information
Client 1 First Name
Client 1 Last Name
Your Age:
Email Address:
example@example.com
Cell Number:

Area CodePhone Number
Are you married or living with a significant other?

Other
Spouse/Partner's First Name
Spouse/Partner's Last Name
Spouse/Partner's Age:
Spouse/Partner's Email Address:
Spouse/Partner's Cell Number:

Area CodePhone Number
Your Address:
Street Address
Street Address Line 2
City
State
Zipcode
Number of dependents? (Children or Parents) (Someone you provide more than 50% of support to each year)
What are the names and ages of your dependents?
Client 1: Are you a US Citizen or Permanent Resident?

Other
Spouse (Partner): US Citizen or Permanent Resident?

Other
Income Sources
Client 1: How do you earn your income?
Client 1: Employer or Company Name (if business owner)
Client 1: How is your entity structured?
What is the current annual revenue for your business?
ex. $500,000 in gross receipts
How many full-time W2 employees do you have?
Do you have a retirement plan established for your business?
Client 1: Duration at Employer or Business:
Job Title:
Annual Base Salary ($):
Annual Commissions, Tips, Bonuses (Other Variable Pay):Actual or Anticipated
Spouse (Partner's) Employer or Company Name (If Business Owner):
Spouse/Partner: How do you earn your income?
(Partner/Spouse) How is your entity structured?
(Partner/Spouse) What is current annual revenue for your business?
ex. $500,000 in gross receipts
(Partner/Spouse) How many full-time W2 employees do you have?
(Partner/Spouse) Do you have a retirement plan established for your business?
Spouse (Partner's) Duration at Employer or Business:
Spouse (Partner's) Job Title:
Spouse (Partner's) Annual Base Salary ($):
Spouse (Partner's) Annual Commissions, Tips, Bonuses (Other Variable Pay):Actual or Anticipated
Are you or your significant other anticipating a career/job change?
Assets
Cash Accounts (approximate value): Savings, Checking Accounts, CD's
Investment Accounts Value (Non-Retirement): Any funds invested outside of your retirement plans
Retirement Accounts IRA's, 401k's, Pensions
Primary Residence approximate market value of your home, if owned
Other Assets Please describe briefly and state approximate value
Liabilities (Debt)
Student Loans ($)
Credit Card Balances (Indicate only the amounts not paid off each month)
Mortgage(s) or Home Equity Loan(s)
Vehicle Loan(s)
History of Divorce, Bankruptcy, or Lawsuits? If so, kindly provide context below
Are your finances in any way intertwined with that of another family member (parents, siblings, other relatives)? If yes, kindly provide context below and the associated amounts of your commitment/obligation?
Total Monthly Expenses (Estimated amount or range of what you spend monthly)
Life Transitions & Goals
Are you anticipating or have you recently experienced any of the following? (check all that apply)
Do you have any of the following documents prepared already? (Please check all that apply)
If you own a business, what are your goals and intent for it in the next 12-24 months?
What is your most important financial/life goal during the next 12 months?
Are you currently working with a financial advisor? If yes, kindly provide context below
Insurance
Do you have your own private long-term disability insurance?
Do you have your own private life insurance policy?
Do you need help determining what type of insurance to own?
Package Choice

Please select the package you are interested in pursuing. Guidance: This service is designed for individuals and households earning at least $250k+ and/OR with minimum investable assets of $500k+. Be sure to count all compensation including bonuses and stock/equity awards to estimate your total income. For small business owners, we recommend our business-owner package(s) for those making between $300k to $25M in annual revenue.
Which service package are you interested in? (Please refer to guidance above)
How did you learn about Earn Into Wealth? If referred, please let us know who to thank.

Other
How soon are you hoping to work with an advisor?
Would you like to receive helpful financial tips and ideas from us?
Please verify that you are human
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Earn Into Wealth Advisory Pre-Meeting Form

Household Information

Income Sources

Assets

Liabilities (Debt)

Life Transitions & Goals

Insurance

Package Choice