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Financial Planning

Every corporation and individual has a balance sheet (Assets/Liabilities) and an income statement (revenues/expenses). By better understanding these two financial areas, our knowledge of your financial position will assist us in implementing better financial decisions. The following is a general data gathering form. Completing this will assist us in beginning the financial planning process.

Date of Birth:
_________
Number of Children:
_________
Spouse’s Date of Birth:
_________
Your Children’s Ages:
_________



Value
Mortgage Amount
Interest Rate
Primary Residence:
$ _________
_________
_________
Secondary Residence :
$ _________
_________
_________
Assets:
Self
Spouse
Joint/Family
Retirement Accounts:
$ _________
_________
_________



Investment Accounts:
$ _________
_________
_________
Savings Accounts:
$ _________
_________
_________

Future Inheritance:

Y/N: _________

Estimated Amount:

_________

 
 
 

Liabilities:

Total Non-Mortgage Debt:

$ _________


 

 


Parental Long Term Care:

Y/N: _________
Age of Parents:

_________


Insurance:



Life:

Y/N: _________

Disability:
Y/N: _________

Health:

Y/N: _________
Long Term Care:
Y/N: _________

Financial Advisors:
 
Do you have an Accountant?
Y/N: _________
Do you have an Attorney?
Y/N: _________
Do you have a will?
Y/N: _________