Get Emoney Fact Finder

The Emoney Fact Finder is a critical document for gathering personal and financial information from clients. This guide provides step-by-step instructions to help users complete the form online accurately and efficiently.

Follow the steps to successfully complete the Emoney Fact Finder.

1. Press the ‘Get Form’ button to access the Emoney Fact Finder and open it for editing.
2. Begin by entering the client's full name in the designated field, followed by their date of birth and marital status. Ensure all relevant options are selected accurately regarding previous marriages, gender, and citizenship.
3. Provide the spouse's information in the same manner, including their name, date of birth, and citizenship status.
4. Fill in the contact information, including the home address, phone numbers, and email addresses for both the client and spouse.
5. Complete the employment section for both the client and spouse, detailing employer names, addresses, job titles, and years of employment.
6. List details regarding children and grandchildren, including their names, birthdates, gender, and any special needs. Indicate if they are from a previous marriage and their citizenship status.
7. Move on to the real estate section, entering information for each property owned, including addresses, values, purchase years, and mortgage details if applicable.
8. In the investments section, provide comprehensive details regarding assets, including holdings, types, values, and growth rates.
9. Complete the business interests section by detailing critical information about any businesses owned, including names, values, and ownership structures.
10. Fill out the insurance section for life, long-term care, and disability insurance, providing specific details such as policy types, coverage amounts, and premium information.
11. Next, document income sources such as salary, bonuses, and social security details in the income section, indicating amounts and indexing strategies.
12. Proceed to outline expenses, including living expenses in various life stages, and any liabilities that may be included.
13. Finally, complete the objectives section by indicating retirement, investment, estate, business, and client-defined goals and their importance levels.
14. After all fields are filled out, save your changes. You can then download, print, or share the completed Emoney Fact Finder form.

Take the next step in your financial planning by completing the Emoney Fact Finder online today.