Financial Strategy Questionnaire
We're going to do a Deep Dive into your current finances so we can get a better understanding of where you are currently, so we can successfully create a roadmap on how to reach your future financial goals! This should only take about 15-30 minutes to complete.
Name
*
First Name
Last Name
Do you Own Your Home or Rent?
*
I Rent
I Have a Mortgage
Other
How much is your Mortgage/Rent each month? (If you selected 'other' above, give more information here)
*
If you have a Mortgage, is it a 15-year or 30-Year mortgage?
*
15 - Year
30 - Year
No Mortgage
Other
If you have a mortgage, what year did you purchase your home, for how much and what is the interest rate? Example: 2015, $499,000, 4.5%
Do you plan on moving (Purchasing or renting) in the next 12 months?
*
Yes
No
Do you have any vehicles?
*
Yes
No
How much do you pay each month for your car(s)
If you owe money on your vehicle: What year did you purchase your vehicle, how much did you purchase it for, and what's the interest rate? Example: Bought in 2019, $30,000, 3.5%. (Do this for any and all cars that you're paying on.
About how much Credit Card Debt do you have?
*
Credit card balance(s) and interest rate. Example: Visa, $9,300, 24.9%, Amex $11,200, $28.0%
Do you have Federal Student Loan Debt?
*
Yes
No
Do you have Private Student Loan Debt?
*
Yes
No
Student loan debt and interest rate. Example: Navient $28,000, 5.9%
What is your credit score? (if you don't know, Credit Karma is free and can tell you what they can see and this will help me see if you can save more money.)
*
Do you have a retirement plan through work? (401k, 4013b, TSP, etc)
*
Yes and I contribute to it monthly
Yes, but I don't contribute to it
No retirement plan with my current employer
Do you have a retirement plan outside of work? (Roth IRA, IRA, etc.)
*
Yes and I contribute to it monthly
Yes, but I don't contribute to it
No retirement plan outside of what I may or may not have through work
If you have any retirement plan(s), how much is currently inside of it/them?
If you get a match, what percent are you getting a match for and what percent are you investing each month? Example: They match 6% and I invest 6% each month, OR, They match 6% and $150 comes out of my paycheck bi-weekly
Do you have any OLD retirement plans you no longer contribute to that are not with your current employer?
*
Yes
No
When you filed your taxes last year (or this year, if you already did them) did you receive a refund or have to pay taxes?
*
I received a refund of over $2,000
I received a refund of less than $2,000
I had to pay less than $2,000 in owed taxes
I had to pay more than $2,000 in owed taxes
What is your age?
*
Are you Married?
*
Yes
No
No but we share the household finances
Other
What is your spouse/significant other's name?
What is your spouse/significant other's age?
Do you have kids?
*
Yes
No
What are your children's genders, names and ages? Example: (Son Joey 6, Daughter Lovey 4, and Daughter Evie 2) or (Joey 6 boy, Lovey 4 girl, Evie 2 girl)
Do you have a college fund or future savings for your kid(s)?
*
Yes, I have one started
No, and I don't plan on having one
Not yet, but I would like to have one for my child(children)
How much is currently in your child's college/future fund? (This can be anything from down payment for a house, wedding, first car, etc. It doens't have to be just for college)
How much would you like in your child's college/future fund? (This can be anything from down payment for a house, wedding, first car, etc. It doens't have to be just for college)
What is your household income each month? Example: (I bring in $4,000 each month and my spouse/significant other brings in $2,500 each month.)
*
Do you have a Will or a Trust?
*
I have both
I have a Will
I have a Trust
I have neither
If, when we get back together, I can offer you better solutions to help you and your family reach your goals, is there any reason we couldn't get started right away?
*
I'd love to get started right away!
I can't get started right away.
Do you have life insurance through work?
*
Yes
No
Do you have life insurance outside of work?
*
Yes
No
Total amount of life insurance you have on you and also on your spouse/significant other? Example: I have $500,000 on myself and my spouse has $350,000, etc.
At what age would you like to retire? (Be able to not have to go to work unless you want to)
*
What income each month would you like to have during retirement?
Total amount of money needed to retire? (If you inherited or won the lottery for $X amount, then you could retire and not work if you don't want to.)
Any additional funds in other investments, retirement or savings accounts not listed above?
On the next page, there will be some video content for you to watch. These will also be emailed to you. Please watch the videos before we meet next, otherwise we won't have enough time to cover everything together and we'll have to reschedule our meeting.
I will watch the trainings before we meet next!
Submit
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