Get Financial Planning Questionnaire 2012-2026

Completing the Financial Planning Questionnaire online is a crucial step in developing an effective financial strategy tailored to your needs. This guide will provide you with clear, step-by-step instructions to ensure you accurately fill out each section of the form.

Follow the steps to complete your questionnaire successfully.

1. Click the ‘Get Form’ button to access the Financial Planning Questionnaire and open it in your preferred editing platform.
2. Begin by entering your client information. Provide your full name, date of birth, address, and contact details including home and cell phone numbers, as well as your email address. For co-clients, repeat the process in the designated section.
3. Next, fill in the advisors section. Enter the names and contact information for any financial advisors, accountants, lawyers, insurance agents, bankers, or others involved in your financial planning.
4. Proceed to the employment information section. Input the employer's details for both clients, including position, date of hire, business address, and contact information.
5. In the planning assumptions section, you will need to list family members and their respective details, such as their names, dates of birth, gender, and relationship to the clients. Specify your preferred inflation rate and retirement age.
6. Compile a list of documents needed for your next meeting. Include materials like payroll stubs, insurance statements, tax returns, and any other financial documents relevant to your financial strategy.
7. The assets and liabilities section requires a detailed breakdown of your properties, loans, and financial accounts. Document information such as ownership, market value, and payment details for each asset and liability.
8. Record your monthly income and expected changes over the next two years. This section includes different income types, so ensure you provide complete and accurate information.
9. Fill out the education goals and major purchases sections, specifying any future financial objectives or expected expenditures.
10. Address retirement planning details by outlining your retirement vision, expenditures, and any relevant pensions or social security information.
11. Complete the insurance section by detailing current life, disability, and long-term care insurance policies and their features.
12. Finally, review your estate planning section. Document your will, advance directives, and any trusts you currently hold, including details about your gifting strategies.
13. Once all sections are filled out, ensure to save your changes. You should also download, print, or share the Financial Planning Questionnaire as necessary.

Start filling out your Financial Planning Questionnaire online today to establish a solid financial strategy.