Get Financial Planning Questionnaire

Completing the Financial Planning Questionnaire is an essential step in creating a personalized financial plan. This guide provides clear instructions on how to fill out the form online, ensuring you provide all necessary information accurately.

Follow the steps to successfully complete your questionnaire.

1. Press the ‘Get Form’ button to access the Financial Planning Questionnaire and open it online.
2. Begin filling out your personal details in the 'People: You and Your Family' section. Include your first name, last name, gender, date of birth, home address, and contact information. If fields do not apply, leave them blank.
3. Under the 'Your Children and Other Dependents' subsection, provide information about your dependents, if applicable. Specify their names, genders, dates of birth, and relationships to you.
4. In the 'Time: Retirement' section, indicate your retirement plans by stating the age at which you plan to retire or if you are already retired. Repeat for your spouse or partner.
5. Proceed to the 'Events' section and list any significant future events you are planning. Specify who will own each event and the age they will be at its occurrence.
6. Detail any sizable purchases planned in the 'Purchases' section, including who will own the purchase and the age they will be when it is made.
7. In the 'Income: Other' section, list any passive income sources, providing details for each source, such as its type, owner, tax status, and annual income.
8. Fill out the 'Taxes' section with your income tax rates, capital gains tax rates for both you and your spouse or partner.
9. Complete the 'Savings' section, detailing your various savings accounts, their owners, balances, interest rates or growth rates, and any fees associated.
10. In the 'Education Savings' subsection, enter balances of any college savings accounts for your dependents and the annual contributions you make.
11. For real property ownership, provide current values and tax assessments. Fill out the details for each property you own.
12. Document any debts in the 'Debts' section, including balances, payment amounts, interest rates, and types of loans.
13. After completing all sections, review your entries for accuracy. Finally, save your changes, and choose to download, print, or share the form as needed.

Start filling out your Financial Planning Questionnaire online today for a clearer financial future.