Name
*
First Name
Last Name
Spouse/Partner Name
First Name
Last Name
Email
*
Spouse/Partner Email
If we were meeting here three years from today, looking back over those three years, what has to have happened during that period, both personally and professionally, for you to feel happy about your progress?
What, if anything, causes you to wake up at 2 a.m.?
Are there any special or unique circumstances, goals, needs or wants that should be taken into account during this process (retirement concerns, tax planning, special needs child, potential inheritance, taking care of parents, etc.) ?
How long do you plan on remaining in your present home?
Do you plan on buying or selling any real estate in the near future? Please provide details.
Do you plan to make any capital improvements in the near future? Please provide details.
Are you making additional payments beyond the required principal and interest payments to your mortgage(s)?
Beyond vehicle or mortgage debt, do you have any other outstanding debt? How did this debt originate?
What is your approach to eliminating this debt?
Are you currently saving money on a consistent basis? If so, how much and where?
Are you satisfied with the amount of money that you are saving?
What does it cost to live your life on a monthly or annual basis?
Do you consult with anyone (broker, family, friend) before making an investment decision? If yes, who?
Are you happy with the level of risk that you are currently taking?
Are you happy with the performance of your investments?
If you were to add more money to your investments, where would you be inclined to put it?
Tell us your thoughts on your life insurance coverage.
How did you arrive at the amount of life insurance you currently have?
Tell us your thoughts on your disability insurance coverage.
How did you arrive at the amount of disability insurance you currently have?
Tell us your thoughts on your critical illness or long term care insurance coverage.
How did you arrive at the amount of critical illness or long term care insurance you currently have?
Tell us your thoughts on your vehicle and property insurance coverage.
How did you arrive at the amount of property and vehicle insurance you currently have?
Are there any special protection considerations for any of your homes or properties?
Tell us your thoughts on your current documents.
Your will, power of attorney, healthcare proxy/directive, trusts, etc.
Do you have a Trusts and Estate Attorney or know someone you would use to draft new documents for you? (name/firm)
Who do you currently have listed as: Guardian - responsible for your child(ren), Trustee - responsible for your property and money, and Executor - responsible to administer your estate.
At what age does your child(ren) receive money in the event of a common accident?
Do you currently do any Annual Gifting?
Do your have a safety deposit box?
Do you have a personal belongings inventory? (a video recording of your home and contents)
Now that you have completed this questionnaire, what is your assessment of your personal finances?
What changes or improvements would you like to see with respect to your personal finances?
What are you hoping to obtain by going through this process with us?
Accountant name and company name:
Lawyer name and company name:
Vehicle and property agent name and company name:
Life insurance agent:
Money manager(s):
Other:
Document checklist to start gathering:
Document checklist for business owners only:
Notes
