Welcome to Your Financial Planning Journey
This confidential questionnaire helps your advisor understand your complete financial picture. Take your time — no field is required.
👤 Client, Family & Goals
Spouse / Partner Details
Children & Other Beneficiaries
Client's Parents
| Relation | Living? | Age | Health | Dependent? | Potential Inheritance ($) |
|---|---|---|---|---|---|
| Client Father | |||||
| Client Mother | |||||
| Spouse Father | |||||
| Spouse Mother |
Community Property States
Your Financial Priorities
Select the goals that matter now. Details will appear only when needed later.
🛡️ Financial House & Protection
Emergency Foundation
Family Protection Snapshot
Enter only the items that apply. This is an educational estimate—not an insurance recommendation.
Estate Planning Documents
| Document Type | You Have It? | Spouse Has It? | Date Executed | Attorney Name | Notes |
|---|
Current Insurance Coverage
| Type | Provider | Coverage Amount ($) | Annual Premium ($) | Beneficiary |
|---|
Professional Advisors
| Role | Name | Firm | Phone | Last Contact |
|---|
🎯 Retirement Goals & Future Income
Retirement Timeline
Where will you live?
Work in retirement?
Retirement activities (select all that apply)
Desired Retirement Income
Future Income Sources
Add estimates only where known. Monthly and annual amounts will be normalized in the advisor data.
| Source | Owner | Start Age / Year | Amount | Frequency | Duration | COLA? |
|---|
Retirement Concerns
Expected Major Financial Changes
Healthcare & Long-Term Care
Legacy & Estate Goals
💼 Employment, Income, Tax & Business
Choose all that apply—for example, you may select both W-2 and Business Owner. Detailed monthly amounts are entered once in the Monthly Budget.
Your Current Employment
Retirement Contributions
Approximate annual amounts are sufficient. Include both payroll and personal contributions.
Additional Income Sources
Workplace Benefits
Current Financial Obligations
Select the obligations you currently have. Enter the actual monthly payments on the next page.
Tax & Savings Profile
Choose “Unsure” when you do not know the rate. Your advisor can verify it from your tax documents.
💰 Monthly Budget, Debts & Residence
Primary Residence
Debt Snapshot
Only obligations selected on the prior page will appear. Monthly payments entered here automatically carry into the budget.
No financial obligations selected.
Monthly Income
Basic Monthly Expenses
Discretionary Expenses
Monthly Summary
Savings Goals
📊 Assets, Contributions & Macro Balance
Social Security Details
Pension & Annuity Timing
Assets & Investments
| Asset Type | Account / Holding | Institution | Owner | Balance ($) | Annual Contribution ($) | Employer Match ($) | Tax Treatment | Risk Character | Retirement Allocation % |
|---|
Macro Balance Preferences
Classify account tax treatment above to calculate the current pre-tax share. The stable percentage starts with the traditional “age in stable assets” rule, but may be adjusted for goals, time horizon, income needs and risk tolerance.
This is an illustrative allocation across two independent dimensions: tax treatment and risk character. It is not a recommendation. Your advisor must validate account basis, guarantees, liquidity, suitability and the final allocation.
Income Gap Analysis
All Done! 🎉
Your financial planning questionnaire is complete.
The Advisor Data Package securely transfers the questionnaire values into the separate presentation builder. Keep it with the client’s confidential case files.
📋 Required 4-Step Workflow
🗎️ Supporting Documents
Required: upload both the completed questionnaire PDF and the Advisor Data Package (.json), plus the documents that apply to your financial situation.
View suggested document checklist
Do not upload passwords, PINs or unnecessary full identification numbers.
🔒 Secured by Box — No Box account required — Opens in a new tab
Need to change something? No problem.
🚀 Ready to Send Your Answers?
We are excited to receive your information!
We'd love to send all your answers directly to your advisor.
Once you submit all your answers, the questionnaire will reset to the first page.