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
Name *
Name
Phone *
Phone
Date of Birth *
Date of Birth
Address *
Address
$
$
CLIENT 2 INFORMATION
Name
Name
Phone
Phone
Date of Birth
Date of Birth
$
$
ASSETS
Please combine accounts where appropriate. If current information is not readily available, estimates are fine.
Checking, savings, and CD balances
$
Individual and/or joint
$
In traditional or Roth IRAs, 401k or 403b plans, and pension balances if known
$
If owned
$
Vacation or rental property
$
$
LIABILITIES
Please combine accounts where appropriate. If current information is not readily available, estimates are fine.
$
$
$
$
$
DEPENDENTS
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 *