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Welcome to Your Financial Planning Journey
This confidential questionnaire helps your advisor understand your complete financial picture. Take your time — no field is required.
🔒 100% Confidential
📋 6 Sections
⏱️ ~20 min
👤 Client Profile
Single
Married
Divorced
Widowed
Separated
Male
Female
Prefer not to say
Yes
No
Excellent
Good
Fair
Poor
Yes
No
Spouse / Partner Details
SingleMarriedDivorcedWidowedSeparated
MaleFemalePrefer not to say
YesNo
ExcellentGoodFairPoor
YesNo
Children & Other Beneficiaries
Client's Parents
| Relation | Living? | Age | Health | Dependent? | Potential Inheritance ($) |
|---|---|---|---|---|---|
| Client Father | |||||
| Client Mother | |||||
| Spouse Father | |||||
| Spouse Mother |
Community Property States
📋 Planning Documents & Advisors
Estate Planning Documents
| Document Type | You Have It? | Spouse Has It? | Date Executed | Attorney Name | Notes |
|---|
Current Insurance Coverage
| Type | Provider | Coverage Amount ($) | Annual Premium ($) | Beneficiary |
|---|
Professional Advisors
| Role | Name | Firm | Phone | Last Contact |
|---|
🎯 Retirement Vision & Planning
Retirement Timeline
YesNo
YesNoN/A
Where will you live?
🏠 Stay in current home
🏡 Downsize
🌎 Relocate
🏘️ 55+ Community
✈️ Split locations
📝 Other
Work in retirement?
😴 Fully retired
⏰ Part-time income
🎨 Stay active
💼 New career
🚀 Own business
Retirement activities (select all that apply)
✈️ Travel
👨👩👧 Family
🎸 Hobbies
🤝 Volunteering
📚 Education
💪 Fitness
🌿 Other
Retirement Concerns
Healthcare & Long-Term Care
YesNoIn Progress
YesNoUnsure
YesNo
Legacy & Estate Goals
YesNo
In PlaceIn ProgressNot started
YesNo
💰 Monthly Budget
Monthly Income
Total Monthly Income (A): $0
Basic Monthly Expenses
Total Basic Expenses (B): $0
Discretionary Expenses
Total Discretionary (C): $0
Monthly Summary
Total Income (A)$0
Total Basic Expenses (B)$0
Total Discretionary (C)$0
Monthly Surplus (A - B - C)$0
Savings Goals
📊 Retirement Income & Assets
Guaranteed Monthly Retirement Income
Total Guaranteed Income: $0
Assets & Investments
| Asset Type | Current Value ($) | Est. Monthly Income ($) |
|---|
Total Asset Value: $0
Total Est. Monthly Income: $0
Income Gap Analysis
✓
All Done! 🎉
Your financial planning questionnaire is complete.
🎯 Target Retirement Age
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💰 Monthly Surplus
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📊 Total Assets
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✅ Guaranteed Monthly Income
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📋 Recommended 3-Step Workflow
1
Save as PDF — Save the full professional report to your computer.
2
Upload Your Supporting Documents — Upload your supporting documents including your professional report using the green Box button below, and attach all the requested documents to be sent to your advisor.
3
Submit All Your Answers to Your Advisor — Click the green Submit button below to send all your answers directly to your advisor.
🗎️ Supporting Documents
Upload your tax returns, bank statements, insurance policies, or any other documents your advisor requested.
🔒 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.
🔒 This questionnaire is confidential and intended solely for use by the client and their authorized financial advisor.