Financial Plan 101
For new clients, please complete this form after our first exploratory meeting for us to assess your financial situation
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Name: *
Address: *
Phone Number: *
Marital Status: *
If married , do you and your spouse maintain separate bank accounts? *
Tax filing status? *
Do you rent or own? Payment/month *
If you own, what is your current house value? What is your interest rate? What is your loan balance? *
List all non-retirement investment accounts and value of each account: *
List all retirement investment accounts and value of each account: *
Do you maintain a checking and/or savings account? If yes, what is the current value? What amount of cash makes you feel "safe"? *
List all credit card debt and current interest rate *
List all student loan debt and interest rate *
List all car loans along with current balance and  payments per month *
Employer? *
Gross annual income? *
How are you paid? 1099/ W2 *
Required
For self employed individuals, what is your small business structure? *
Required
For self employed individuals, what is your income after expenses? *
If your are self employed, how do you pay yourself? *
Required
If your are self employed, what kind of tax form does your LLC/ Corporation/ Other entity generate for your personal taxes? *
What accounting software do you use? *
Investment Objectives *
Required
Do you use a budgeting and cost tracking program such as Mint.com to get a picture of your total net worth and analysis of your spending? If Yes which one? *
Do you have life insurance? If yes how much and what type? *
Do you have long term care insurance? If so what is the benefit per day? *
What are your feelings towards socially responsible investing?   *
Do you have a need to save for college for yourself, your children or other family members? If so please explain *
Do you have any income in addition to what you earn from your primary employer? If so what type? *
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