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Financial Roadmap Questions
Financial Roadmap Questions
Please complete the following to help us better understand your financial situation.
Name
First
Last
Your Email
*
Spouse Name
First
Last
Goals
When would you like to retire?
Please estimate what your income needs will be in today's dollars.
In a dollar amount, how much would you like to have by the time you retire?
Do you plan on staying in the home you current reside or plan on moving to another state? Please explain.
Do you plan on traveling more when you retire?
Yes
No
Do you plan on buying a vacation home?
Yes
No
If yes, please describe your goals and timeline.
Are there other major purchases you plan on making before or after retirement?
Yes
No
If yes, please describe your goals and timeline.
Do you have a net worth target for retirement?
Yes
No
If yes, how much?
Do you plan on downsizing or moving to a new state in retirement?
Yes
No
If so, please explain in more detail.
Do you think you'll receive meaningful inheritance?
Yes
No
If so, how much?
If you have children, do you have funds set aside or will you need to use savings in your brokerage account to fund?
Do you have elderly parents that you'll need to care for financially?
Yes
No
Is there a dollar amount that you'd like to leave to your children, charity or other family members?
What other goals, purchases or needs will you have in retirement?
Tax loss carry forward (if any):
Personal
Estimate of annual expenses:
Do you own any real estate (primary or vacation)?
Yes
No
How much is your home(s) worth?
Are you eligible to receive social security?
Yes
No
Do you know your marginal tax rate?
Yes
No
What percentage?
Business Information
Current annual earnings including bonus?
Projected annual savings:
How much is your ownership percentage of your business worth? (You can provide a range from low to high)
Do you have a buy/sell agreement in place?
Yes
No
Please describe it's basics including if it's funded by insurance
Do you have stock options and/or restricted shares?
Yes
No
Please describe and list all vested and invested balance(s).
Do you have group life and/or disability?
Yes
No
If yes, please explain current benefits.
Savings & Investments
Current bank, savings & CD balance:
Do you have investment accounts?
Yes
No
Please list the type of investment accounts that you have and the account balances.
Attach investment account statements here.
Max. file size: 100 MB.
Do you have a 401K (current or prior)?
Yes
No
Please list the account balance.
Attach 401k account statements here.
Max. file size: 100 MB.
Do you have an annuity?
Yes
No
Please list the type of annuity that you have and the account balance(s).
Attach annuity account statements here.
Max. file size: 100 MB.
Do you have real estate investment properties?
Yes
No
If yes, please list market values.
Attach real estate property documents here.
Max. file size: 100 MB.
Do you have a 529 or education savings accounts?
Yes
No
Please list the account balances.
Attach 529 or education savings accounts statements here.
Max. file size: 100 MB.
Do you have an employee sponsored pension plan?
Yes
No
Please describe in detail or provide a recent benefits statement.
Attach employee sponsored pension plan statements here.
Max. file size: 100 MB.
Do you have a deferred compensation and/or bonus deferral plans?
Yes
No
If yes, please explain or attach information.
Attach deferred compensation statements here.
Max. file size: 100 MB.
Please list and describe any other significant assets below (i.e. artwork, planes, collectible cars, etc.)
Loans & Liabilities
Do you have any of the following debt?
Credit card debt that you don't pay off each month?
Yes
No
If yes, how much?
Mortgage for a primary home?
Yes
No
What type of mortgage, interest rate and amount left to payoff?
Mortgage for investment properties?
Yes
No
If yes, please explain in detail.
Home equity lines of credit?
Yes
No
If yes, how much and at what interest rate?
Auto Loans?
Yes
No
If so, how much?
Any other types of debt?
Yes
No
If so, please list.
Insurance
Do you have:
Do you have a personal umbrella policy?
Yes
No
If yes, for how much?
Do you have life insurance (outside of group insurance mentioned above)
Yes - Please check what you have below.
No
What type of insurance do you have?
Term
Permanent
If term, how much is left on the term and what is the death benefit?
If permanent, what is the cost, cash value and death benefit?
Do you have disability insurance? (Outside of group disability mentioned above)?
Yes
No
If yes, please describe the benefit.
Do you have long term care insurance?
Yes
No
Attach long term care statement here.
Max. file size: 100 MB.
Estate Plan
Do you have the following?
Wills, power of attorney, advance healthcare directives?
Yes
No
Have you created any trusts?
Yes
No
If yes, please describe.
If yes, please attach estate plans
Max. file size: 100 MB.
Do you have a revocable or irrevocable trust?
Yes
No
If yes, no. If yes, please attach or describe.
Attach trust statements here.
Max. file size: 100 MB.
Have you ever filed gift tax returns?
Yes
No
How much of your lifetime exemption has been used?
Are minor or disabled children among the heirs?
Yes
No
If yes, please explain.
Key Contact - Attorney
Attorney name:
Attorney firm name:
Attorney phone:
Attorney email:
Key Contact - Accounting
Accounting firm name:
Accountant name:
Accountant phone:
Accountant email:
Key Contact - Insurance Agent
Insurance agent firm name:
Insurance agent name:
Insurance agent phone:
Insurance agent email:
Other key contacts:
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