Get Medicus Wealth Planning Financial Planning Questionnaire

Completing the Medicus Wealth Planning Financial Planning Questionnaire online is an essential step toward understanding and managing your financial future. This comprehensive form will gather critical information to help create a personalized financial plan tailored to your unique needs.

Follow the steps to successfully complete the financial planning questionnaire.

1. Press the ‘Get Form’ button to access the questionnaire and open it in your chosen editor.
2. Begin by filling in your personal information, including your name, date of birth, contact details, and employment information. This section is important for identifying you as a user and understanding your financial background.
3. List all personal assets such as homes, vehicles, and jewelry. Provide a description, value, cost basis, and ownership details for each asset. This will help in assessing your current financial status.
4. Detail your taxable assets by indicating all non-retirement accounts. Similar to the assets section, provide descriptions, values, cost basis, and monthly additions to these accounts.
5. Input information about your retirement accounts by listing various accounts like 401(k)s or IRAs along with their values, personal additions, and company matches.
6. Identify all your liabilities, including mortgages and loans. Fill in details such as the description, creditor, account balance, and monthly payment amounts.
7. Provide information about your life insurance policies by listing each policy, including its type, beneficiary, monthly premium, and death benefit.
8. Document any disability insurance policies, detailing their type, monthly premium, and benefits.
9. Complete the taxes section by checking your tax filing status and estimating your annual itemized deductions.
10. In the children and college planning section, list your dependent children and any planned contributions to their college education.
11. Detail your earned income, including wages and business income or ownership percentages.
12. Input any social security and pension income you receive or estimate to receive in the future.
13. List rental real estate properties and provide financial details for each property, including current market value and rental rates.
14. Estimate your personal expenses currently and projected for retirement. This includes common living expenses and any significant expenditures you anticipate.
15. Specify any large future expenditures you foresee, such as buying a vehicle or funding a wedding.
16. Indicate any existing estate planning documents you have in place, such as wills or trusts.
17. Utilize the notes section to address any concerns, goals, or planning areas not covered by the questionnaire.
18. Lastly, collect and provide the required documentation as listed at the end of the questionnaire, ensuring all needed information is accurately reflected.
19. Once you have completed all sections, save your changes, then download, print, or share the completed questionnaire as needed.

Start filling out the Medicus Wealth Planning Financial Planning Questionnaire online today!