Employment & Income
A picture of what's coming in.
Employed?*
Please select an option.
Annual Salary or Estimated Annual Income (Pre-tax)
Conservative Estimate of Annual Bonus
If you normally get bonuses, what's a conservative estimate for what you may receive this year?
Other Income
Investment properties, pension, alimony, Social Security — please describe all, if any.
Household
Who this plan needs to work for.
Marital Status*
Please select your marital status.
Children?
Please list all with their birthdates. *
Please answer, or enter "None" if not applicable.
Other Household Income
Investment properties, pension, alimony, Social Security — please describe all, if any.
Accounts, Assets & Liabilities
The full financial picture — this is what lets me actually plan.
Retirement / Investment Accounts
List title and approximate current value. E.g. Jill's Work 401k – $425,000, Jack's 401k – $57,000, Joint Investment Account – $125,000, Family Trust – $325,000, Jill's Inherited IRA – $65,000, Jack's Roth IRA – $279,000. *
Please list your accounts, or "None" if not applicable.
Current Contributions to Retirement Accounts
For 401(k)s, list in dollar or % of salary terms along with any matching (e.g. "6% 401k contribution, employer matches 100% of first 4%, then 50% of the next 2%"). Please cover both yourself and co-client. Write "N/A" if not currently contributing. *
Please answer, or enter "N/A" if not applicable.
Own or Rent?
If you own, please list current value, annual insurance, and annual taxes. *
Please answer.
Mortgage
If paid off, just let me know. Otherwise list the original amount, year of origination, interest rate, loan term, and the monthly principal & interest payment.
Other Assets
Rental properties, ownership in private businesses, etc. List each asset and its approximate current value.
Other Liabilities
Credit cards you don't pay off monthly (with interest rate), HELOCs, private debt, etc.
Life Insurance
List all policies with some detail, e.g. "$1,000,000 20-year term taken out in 2015."