Get Personal Financial Strategy - Mastery Team

This guide provides a clear and comprehensive overview of how to effectively complete the Personal Financial Strategy - Mastery Team document online. It outlines each section and field, ensuring that users can accurately and efficiently provide their financial information.

Follow the steps to fill out your Personal Financial Strategy online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide your general information in the designated fields. Fill in the date, client names (Client Name #1 and Client Name #2) along with their gender, age, and date of birth. Enter the home address, including city, state, and zip code, along with contact numbers and email.
3. Under the goals section, list your top three financial goals in order of importance. You should also specify the age at which you realistically plan to retire and how much you would need per month in today’s dollars.
4. Indicate whether you plan to receive Social Security at retirement and, if applicable, specify the expected amount.
5. In the employment and income section, enter the income details for both clients, including first and second income and any tax refunds received in the last three years. List any other sources of income and the number of exemptions claimed on your W-4.
6. Fill out the savings and investments section with details on various accounts such as checking, savings, and retirement accounts. Include information about contributions, balances, and the contract owner for each account.
7. Assess your health and smoking status for both clients. Include any life insurance policies with pertinent details such as type, death benefit, premium amount, and term length.
8. Answer questions regarding refinancing for mortgage or debts, approximate credit scores, and investment objectives ratings, highlighting what you want from your financial strategy.
9. Outline your expectations for the agent, including how often you wish to review your finances and your willingness to refer others to the service.
10. Once all sections are complete, save your changes. You may then choose to download, print, or share the completed form as necessary.

Complete your Personal Financial Strategy online to take control of your financial future.