Get Fact Finder - High Performance Advisor - Pacific Advisors

Completing the Fact Finder - High Performance Advisor - Pacific Advisors online is essential for gathering important financial information. This guide will walk you through each section and field of the form, enabling you to provide accurate and comprehensive details.

Follow the steps to complete your Fact Finder form effectively.

1. Press the ‘Get Form’ button to acquire the document and open it for editing.
2. Begin by entering your personal information in the 'Basic Information' section. Fill in your name, date of birth, and contact information, including your address, phone numbers, and email addresses. Make sure to accurately include the details for both the client and the spouse.
3. In the 'Employment Information' section, input the employer's name, title, work address, and contact information for both the client and spouse. Provide details about previous employment as well.
4. Next, navigate to the 'Children' and 'Grandchildren' sections. Enter the relevant names, dates of birth, and special needs status for each child or grandchild.
5. In the 'Income' section, detail salary, bonuses, and guaranteed retirement income. Use the corresponding fields to provide the name, type, and annual amounts accurately.
6. Proceed to the 'Cash Flow Details' section, where you will itemize loans and debts. Fill in information about each loan, including the loan name, type, original amount, current balance, interest rate, and payment details.
7. Continue with the 'Objectives' section by listing financial and personal goals, which will help provide clarity regarding financial planning.
8. Complete the 'Document Checklist' by marking any policies and documents that apply to you and your financial situation.
9. After filling out all relevant sections, review your entries to ensure accuracy and completeness. Finally, save your changes, and utilize options to download, print, or share the completed form as necessary.

Begin filling out your Fact Finder form online today to ensure a thorough understanding of your financial situation.