Start Planning!
Complete this Financial Planning Questionnaire to start the process.
Personal Information
General information about you
Your Name
First Name
Last Name
Primary Phone Number
Please enter a valid phone number.
Primary Email
example@example.com
Date of Birth
-
Month
-
Day
Year
Date
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Employment Information
Rank
Grade
Anticipated Retirement Date
Date of Appointment
Total Years of Service
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Areas of Interest
Financial Planning
Asset Allocation for Deferred Comp
Supplemental Annuity Collective Trust (SACT)
Insurance Planning
Retirement Planning
Personal Investments
College Planning
Tax Planning
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Spouse/Partner Personal Information
Spouse/Partner Name
First Name
Last Name
Primary Phone Number (Spouse/Partner)
Please enter a valid phone number.
Primary Email (Spouse/Partner)
example@example.com
Spouse/Partner Employer Name
Date of Birth
-
Month
-
Day
Year
Date
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People Important to You
Children, Grandchildren, Dependents, Parents
Information
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Annual Income
Include joint income under your additional income
Your Salary, Wages, Social Security
(Estimate)
Your Additional Income
(Estimate)
Spouse/Partner Employer
Spouse/Partner Occupation
Spouse/Partner Salary, Wages, Social Security
(Estimate)
Spouse/Partner Additional Income
(Estimate)
Upload Income Statements - Reference the Important Document Checklist
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Assets
What you own
Upload account statements OR input information
Input information below for the accounts you DO NOT upload statements for. If you are already a client, you DO NOT need to upload or input information for the accounts that are with RMR.
Upload Asset Statements - Reference the Important Document Checklist
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Only input information below for account statements you DID NOT upload above.
Retirement Assets by Account
Other Retirement Assets by Account
Non-Retirement Assets by Account
Real Estate Assets
Business Assets
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Insurance
What protects you
Upload insurance statements OR input information below
Input information below for the policies you DO NOT upload statements for. If you are already a client, you DO NOT need to upload or input information for the policies that are with RMR.
Upload Insurance Statements - Reference the Important Document Checklist
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Only input information below for insurance statements you DID NOT upload above.
Insurance Policies
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Liabilities
What you owe
Upload liability statements OR input information below
Input information below for the accounts you DO NOT upload statements for.
Upload Liabilities Statements - Reference The Important Document Checklist
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Only input information below for liability statements you DID NOT upload above.
Liabilities
Mortgage/HELOC
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Expenses
How much is spent by category
Upload documents OR input information below
Input expense information for documents that are NOT being uploaded.
Upload Budget or Itemized Expenses - Reference The Important Document Checklist
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Total Living Expenses
or itemized expenses
Add information that is not being uploaded.
Itemized Expenses
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Estate Plan
Documents in place
Please upload Estate Documents OR Check the box for estate documents you have
Upload Estate Planning Documents - Reference The Important Document Checklist
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Select Your Estate Plan Docs
Will
Power of Attorney
Health Care Directive
Revocable Trust
Irrevocable Trust
Family Limited Partnership
Charitable Lead Trust
Charitable Remainder Trust
Other
Select Spouse/Partner Estate Plan Docs
Will
Power of Attorney
Health Care Directive
Revocable Trust
Irrevocable Trust
Family Limited Partnership
Charitable Lead Trust
Charitable Remainder Trust
Other
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Submit
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