Get Financial Planning Fact Finder - Wealthlink.holliswealth.com

Filling out the Financial Planning Fact Finder is an essential step towards a comprehensive financial plan. This guide provides clear and supportive instructions to help you complete the form efficiently and accurately.

Follow the steps to seamlessly fill out the Financial Planning Fact Finder.

1. Click the ‘Get Form’ button to access the Financial Planning Fact Finder online and open it for editing.
2. Begin by providing client information. Enter the names of the clients, the person completing the form, and the date of completion in the designated fields.
3. Next, fill out the client profile section. Include details about personal assets, any pensions, government benefits, and other financial resources. Consider your planning goals for analyses such as retirement income and disability insurance needs.
4. Provide required documents as requested. This may include tax returns, pension statements, insurance policies, and other financial documents critical for accurate planning.
5. In the 'Tell us about yourself' section, complete the client details for both persons if applicable, including names, dates of birth, marital status, and health information.
6. Continue to the section about children and grandchildren, listing their names, birth dates, educational status, and relevant notes. This helps in determining education funding needs.
7. Fill out the sections regarding your parents, professional advisors, and planning objectives. Provide details that reveal your priorities and overall financial objectives.
8. Complete the assets section by including information on your residence and other investments. Be sure to specify ownership and provide values as requested.
9. When completed, save the form by selecting 'File', then 'Save As'. Choose a file name and location you can easily remember.
10. Finally, review your entries for accuracy. Once satisfied, you may print, download, or share the form as needed.

Start filling out your Financial Planning Fact Finder online today to take your first step toward effective financial management.