Get Financial Planning Questionnaire - Argi Financial Group

Completing the Financial Planning Questionnaire is an important step in achieving your financial goals. This guide provides a clear, step-by-step approach to help you navigate through the online form effectively, ensuring that you provide all necessary information for a thorough financial analysis.

Follow the steps to fill out the Financial Planning Questionnaire with ease.

1. Press the ‘Get Form’ button to access the Financial Planning Questionnaire and open it in your preferred editing tool.
2. Begin by entering your personal details in the 'Client' section, including your name, date of birth, contact information, and occupation. Ensure accuracy to avoid delays.
3. Next, provide your spouse's information if applicable, including their name, date of birth, and occupation. This section helps in creating a comprehensive financial profile.
4. In the 'Dependents & Education Goals' section, list the names and birth dates of your children and indicate their current school grades and college choices, along with any investments earmarked for their education.
5. Move to the 'Personal Assets' section. Detail your assets, including primary residence, vacation homes, vehicles, and other personal items. Assign ownership and current values for each asset.
6. For 'Investment Assets,' list accounts in cash and non-retirement, retirement plans, and provide details on contributions and current values. This will aid in evaluating your investment strategy.
7. Enter your liabilities in the designated section. Provide information about mortgages, loans, and credit balances along with their current balances and monthly payments.
8. In the 'Income' section, accurately report both your and your spouse's income sources, including salary, bonuses, and any benefits. This information is crucial for future income projections.
9. Next, assess your expenses thoroughly. Complete the list of monthly and annual expenses, providing estimates in each category, as accurate expense tracking is essential for effective planning.
10. Finally, review your responses for completeness and accuracy. Once confirmed, you can save your changes, download the document, or share it as necessary.

Start filling out your Financial Planning Questionnaire online today to ensure you are on the path to achieving your financial objectives.