Financial Planning Questionnaire

  • Financial Planning Questionnaire

    Hi there! I'd like to ask you some questions about your financial situation so that we can get started working on your financial plan.

  • Personal Information

  • Family Information

  • Do you have children?*
  • Rows
  • Do you have grandchildren?*
  • Rows

  • Your Employment Information

    Please provide information about your salary and other earnings. If you have a spouse or partner, I will ask for their income separately.
  • Are you working?*
  • How many paychecks do you receive each year (number of pay periods)?
  • Do you contribute to an employer-sponsored retirement plan, like a 401(k) or 403(b)?

  • Other Income

  • Do you earn income from other non-employment sources? Select what types of other income you earn during the year:

  • Marital Information

  • Do you have a spouse or a partner?*

  • Your Spouse or Partner's Employment Information

    Please provide information about your spouse or partner's salary and other earnings.
  • Is your spouse / partner working?
  • How many paychecks do they receive each year (number of pay periods)?
  • Do they contribute to an employer-sponsored retirement plan, like a 401(k) or 403(b)?

  • Your Spouse or Partner's Other Income

  • Do they earn income from other non-employment sources? Select what types of other income they earn during the year:

  • Real Estate

  • Do you own a home?*
  • How is it owned?
  • Have you ever done any major renovations or capital improvements to your home (not including general maintenance for regular wear and tear)?
  • Do you think you'll ever sell your home and move?
  • Do you own more than one home, such as a vacation or rental property?
  • How is it owned?
  • Have you ever done any major renovations or capital improvements to this other property (not including general maintenance for regular wear and tear)?
  • Do you think you'll ever sell this other property?

  • Other Assets

  • Do you own anything of significant value, such as jewelry, artwork, expensive cars, boats, etc.?

  • Amounts You Owe

    Please make sure to send me a copy of your most recent mortgage, credit card, and other loan statements so I can confirm the terms, current balances, and rates on the loans.
  • Do you have a mortgage?*
  • What kind of mortgage is it?
  • Do you make extra payments or pay more than the minimum each month?
  • Do you have / use credit cards on a regular basis?*
  • Do you pay off your credit card balances each month?
  • What type of payments do you make?
  • Do you have student loans?*
  • Do you have any other loans, debts or liabilities? Check all that apply.*

  • Current Living Expenses

  • Do you currently maintain a budget or track your spending in any way?*

  • Financial Goals

    What financial goals are you currently working towards or hoping to accomplish in the future?
  • Rows

  • Insurance

  • Do you have life insurance? Select all that apply.
  • Do you have an umbrella liability policy?

  • Estate Documents

  • Do you have a Will?
  • Do you have any other estate planning documents, such as a Power of Attorney document, a Health Care Proxy or other Medical Directives, or a Trust?
  • Does your spouse / partner have a Will?
  • Does your spouse / partner have any other estate planning documents, such as a Power of Attorney document, a Health Care Proxy or other Medical Directives, or a Trust?

  • Thank you for completing the questionnaire!

     

    Please take a minute to review your responses before submitting. 

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