Family Financial Architects: Investment Advisors - Financial Planners
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personal information
client
 
* Last Name
* First Name
M.I.
Age
Occupation
co-client
 
Last Name
First Name
M.I.
Age
Occupation
contact information
* Address
 
* City
* State
* Zip
* Phone
* E-mail
goals/objectives
* What are you looking for from a financial advisor?


specific financial goals
 
Description Cost or Amount Year
other information
At what age(s) do you hope to retire? Client Spouse
Do you have?


do you have life insurance?
 
  Yes/No Amount Type (Term, Group, Whole, Variable, etc.)
client
co-client

do you have other insurance?
 
  Yes/No Amount Type (Term, Group, Whole, Variable, etc.)
client
co-client
current annual income
  client co-client
Salaries
Self-employment income
Pensions/Social Security
Investment income
Gifts/Inheritances
Other
net worth statement
assets
  Current Est. Value
Cash in bank and money market accounts
Stocks, bonds, mutual funds
Stock options
Other investments
Life insurance cash value
Personal residence
Investment real estate
IRA/Keogh Accts
Vested pension, profit sharing, 401(k)
Business ownership interest
Personal property
Automobiles
Amounts owed to you

liabilities
  Current Est. Value
Mortgage balance (rate: ; term: )
Personal loans
Charge accounts
Other amounts owed
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