Fact Finder 2026

Fact Finder 2026

Complete this financial planning fact finder so we can understand your situation, goals, assets, liabilities, insurance, estate planning, and supporting documents.
Client Information
Client 1 Full Name

First NameMiddle NameLast Name
Client 1 Preferred Name
Client 1 Date of Birth

MonthDayYear
Date
Client 1 SSN Last 4
Client 1 Marital Status
Client 1 Primary Address
Client 1 Primary Address

Street Address

Street Address Line 2
CityStateZip Code
Client 1 Mobile Phone
Please enter a valid phone number.Format: (000) 000-0000.
Client 1 Email Address
example@example.com
Client 1 Work Phone
Please enter a valid phone number.Format: (000) 000-0000.
Client 1

Other
Client 1 Employer
Client 1 Occupation
Client 1 Retirement Date

MonthDayYear
Date
Client 1 Retirement Age
Client 1 Social Security
Client 1 Pension
Client 2 Full Name

First NameMiddle NameLast Name
Client 2 Preferred Name
Client 2 Date of Birth

MonthDayYear
Date
Client 2 SSN Last 4
Client 2 Marital Status
Client 2 Primary Address
Client 2 Primary Address

Street Address

Street Address Line 2
CityStateZip Code
Client 2 Mobile Phone
Please enter a valid phone number.Format: (000) 000-0000.
Client 2 Work Phone
Please enter a valid phone number.Format: (000) 000-0000.
Client 2 Email Address
example@example.com
Client 2

Other
Client 2 Occupation
Client 2 Employer
Client 2 Retirement Date

MonthDayYear
Date
Client 2 Retirement Age
Client 2 Social Security
Client 2 Pension
Family and Dependents
Do you have children or dependents?
Are your parents still living?
Are you supporting a disabled child?
Are you supporting an aging parent?
Children
Grandchildren
Parents
Discovery Questions and Priorities
Explain your concerns and how we may be able to help you
What do you hope to accomplish as a result of our meeting together?
Do you consider yourself financially secure?
Do you lose sleep worrying about money?
Please explain what worries you most.
What’s most important to you about money?
Objectives & Priorities

Other
Risk tolerance

1

2

3

4

5

6

7

8

9

10

1 is Very conservative, 10 is Very aggressive
How did you hear about us?

Other
Referral - Name
Additional Planning Concerns
Income
Income Items
Assets
Asset Items
Liabilities
Liabilities Items
Life Insurance
Do you currently have life insurance?
Insurance Items
Estate Planning and Expenses
I currently have the following:

Other
Do you want control over how heirs receive the distribution of assets?
Do you have any charitable intent?
Estimated expenses - annual
Estimated expenses - monthly
Goals, Current Advisor Relationship, and Document Checklist
Goals

Other
Goal Items
Are you currently working with an advisor?
Current Advisor
On a scale of 1 to 10, satisfaction level with current advisor:

1

2

3

4

5

6

7

8

9

10

1 is Very unsatisfied, 10 is Very satisfied
Document checklist

Other
File Upload

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Fact Finder 2026

Client Information

Family and Dependents

Discovery Questions and Priorities

Income

Assets

Liabilities

Life Insurance

Estate Planning and Expenses

Goals, Current Advisor Relationship, and Document Checklist