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Do you have spouse or partner for this plan ?
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No
Questionnaire & Fact Finder
*Note: If an item does not apply then simply leave it blank. You will be prompted if an input is mandatory.
General Information
Your Email
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Client
Client 2 (Spouse/Partner)
First Name
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Last Name
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Birthday
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Retired?
Yes
No
Yes
No
If Not Retired, Age When You Plan To Retire
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Gross Income From Salary + Bonus ($)
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Annual Raise (%)
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Plan End Age (Assumed Life Expectancy)
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Investment Assets
Client
Value ($)
Contribution/Yr ($)
Client 2 (Spouse/Partner)
Value ($)
Contribution/Yr ($)
Taxable
Tax-Free
Traditional IRAs
Roth IRAs
Roth 401(k)s
Retirement Plans (401(k), 403(b), SEP IRA, 457, etc.)
Annuities
Annual Living Expenses (Expenses that will recur each year such as utility bills, groceries, etc.)
*Note that when asking for amounts in Today's $ we mean that you should not try and adjust expenses for future inflation. These amounts will be adjusted later for inflation when running your financial plan.
Amount (Today's $)
Projected Annual Living Expenses in Retirement
Goals & Non-Recurring Expenses (Not included in Annual Living Expenses above)
Description
Amount (Today's $)
Age Of Client When Expense Starts
Duration Of Expense (Years)
College for Children
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Wedding
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Car
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Second Home
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Vacations
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Gift or Donation
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Medical Expenses
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Long-Term Care Insurance
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Life Insurance
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Other Insurance
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Other -
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Other -
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Other -
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Other -
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Social Security Benefits
Client
Client 2 (Spouse/Partner)
Estimated Annual Payment ($)
Already Receiving Payments?
Yes
No
Yes
No
If No Above, Age When You Will Begin Receiving Payments
Pensions
Pension 1
Pension 2
Pension 3
Pension 4
Annual Payment ($)
Already Receiving Payments?
Yes
No
Yes
No
Yes
No
Yes
No
If No Above, Age When You Will Begin Receiving Payments
Annual Growth Rate Of Pension (%)
% Of Payment That Passes To Spouse/Partner
Client 2 Pensions
Pension 1
Pension 2
Pension 3
Pension 4
Annual Payment ($)
Already Receiving Payments?
Yes
No
Yes
No
Yes
No
Yes
No
If No Above, Age When You Will Begin Receiving Payments
Annual Growth Rate Of Pension (%)
% Of Payment That Passes To Spouse/Partner
Additional Cash Inflows
Description
Amount (Today's $)
Age Of Client When Inflow Starts
Duration Of Inflow (Years)
Sale Of Business
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Inheritance
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Sale Of Home
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Part Time Job
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Annuity Payments
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Severance
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Gift
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Sale Of Asset
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Other -
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Other -
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Other -
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Other -
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Other Assets (Not Entered In Investments Section)
Current Value ($)
Home
Business
Property
Second Home
Personal Asset
Future Asset- Inheritance
Future Asset- Gift
Lump Sum Pension
Cash Value Life Insurance
Other Insurance
Other-
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Other-
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Other-
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Other-
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Other-
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Other-
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Liabilities
Name/Description
Current Balance ($)
Mortgage
Second Mortgage
Equity Line
Business Loan
Auto Loan
Personal Loan
School Debt
Taxes Owed
Other-
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Other-
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Other-
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