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Home
The Process
About Me
Blog
Contact
Brooklyn, NY Fee Only Fiduciary Financial Planning
Start Here
FUTURE PERFECT PLANNING INTRODUCTORY QUESTIONNAIRE
Thank you in advance for your time in completing this questionnaire. It will help me get to know you and understand your goals, and I look forward to discussing how we can work together to address your financial concerns. Note that there is no minimum required income or asset level. Exact figures are not required - estimates are sufficient. All responses are kept confidential.
CLIENT 1 INFORMATION
Client 1 First Name
*
Client 1 Last Name
*
Client 1 Email
*
Client 1 Phone
*
(###)
###
####
Client 1 Date of Birth
*
MM
DD
YYYY
Street Address
City
State
ZIP
Client 1 Annual Base Income
$
Client 1 Expected Bonus
$
Client 1 Self-Employment
Currently self-employed, partially or fully
Plan to be self-employed in the future
Client 1 Equity Compensation
Currently receiving RSUs, options, or other equity compensation, or will in the future
Marital Status
*
Married
Single
Divorced
Widowed
Life Partner
Separated
CLIENT 2 INFORMATION
Client 2 First Name
Client 2 Last Name
Client 2 Email
Client 2 Phone
(###)
###
####
Client 2 Date of Birth
MM
DD
YYYY
Client 2 Annual Base Income
$
Client 2 Expected Bonus
$
Client 2 Self-employment
Currently self-employed, partially or fully
Expect to be self-employed in the future
Client 2 Equity Compensation
Currently receiving RSUs, options, or other equity compensation, or will in the future
ASSETS
Please combine accounts where appropriate. If current information is not readily available, estimates are fine
Cash accounts
Checking, savings, and CD balances
$
Taxable brokerage accounts
Individual and/or joint
$
Retirement accounts
Traditional or Roth IRAs, 401k or 403b plans, and pension balances if known
$
Primary home value
If owned
$
Other real estate
Vacation or rental property
$
Other assets
$
Notes for asset section
LIABILITIES
Please combine accounts where appropriate. If current information is not readily available, estimates are fine
Mortgage on primary home
$
Student loan debt
$
Outstanding credit card debt
Not including balances that are paid monthly
$
Auto loan
$
Other liabilities
$
Notes for liability section
DEPENDENTS
Names and Ages
Notes for dependents section
FINANCIAL GOALS AND CONCERNS
Our discussion will include any topic you would like to cover, but please indicate your primary areas of interest in working with a planner
Choose as many as are applicable
*
Cash flow/budgeting
Investment planning
Insurance review
Home purchase
Debt repayment
Education planning
Retirement planning
Estate planning
How did you hear about Future Perfect Planning?
*
Friend/Family
NAPFA
XY Planning Network
cfp.net
Google search
Social media
Briefly describe any prior experience you have had with financial planning or advisory services, as well as your ideal outcome after working with me
*
Thank you!