Get Wealthcare Questionnaire - Financewarecom

The Wealthcare Questionnaire is an essential tool for users to outline their financial situation and retirement goals. This guide provides step-by-step instructions to help users complete the questionnaire accurately and efficiently.

Follow the steps to complete the questionnaire online.

1. Press the ‘Get Form’ button to receive the Wealthcare Questionnaire and open it in your browser.
2. Begin by entering your name, date of birth, and gender in the 'Client' section. If applicable, provide similar information for your spouse or partner.
3. Next, fill in the 'Dependents' section by listing names, dates of birth, and genders for each dependent.
4. Move to the 'Assets and Net Worth' section. For 'Current Investments by Tax Category,' specify the total value of assets under taxable, retirement, and tax-exempt accounts.
5. If detailing specific accounts, fill in the 'Description,' 'Account Number,' 'As of Date,' 'Tax Status,' 'Whose,' 'Cost Basis,' and 'Current Balance' for each entry.
6. In the 'Non-Investment Assets and Liabilities' section, detail any additional assets like real estate. Provide descriptions and values.
7. Continue to the 'Retirement Goals' section. Answer each question regarding your desired retirement age and financial goals.
8. Complete the 'Life Goals' section by listing any significant expenditures you wish to include in your Wealthcare Plan, along with the estimated annual amounts.
9. Fill out the 'Education Goals' section, detailing any educational expenditures you wish to include.
10. In the 'Risk Tolerance / Asset Allocation' section, indicate your preferred investment risk levels by selecting ideal and acceptable portfolios.
11. Complete the savings section with annual savings estimates and ideal amounts for your various accounts.
12. Finish by providing notes on your goals and priorities, filling in the 'Sources of Income' section, and completing any advisor information if applicable.
13. Once all fields are completed, save your changes, and consider downloading or printing the form for your records.

Complete the Wealthcare Questionnaire online today to take the first step towards your financial planning.