Get Financial Planning Questionnaire

Filling out the Financial Planning Questionnaire online is a crucial step towards achieving your financial goals. This guide provides a clear and supportive approach to completing each section of the form accurately and efficiently.

Follow the steps to complete your Financial Planning Questionnaire online.

1. Press the 'Get Form' button to access the Financial Planning Questionnaire, ensuring you have it readily available for online completion.
2. Begin with the personal information section. Fill in today’s date and provide your client initials, along with your full name as displayed on the cover page.
3. In the contact information section, enter the details for each individual involved, including full names, dates of birth, ages, and retirement ages. Optionally, provide social security numbers, emails, and phone numbers.
4. Complete the address and employment information sections for both individuals. Include email addresses, job titles, employer information, and period of employment, if applicable.
5. In the risk profile section, indicate your investment attitude and experience by selecting from the provided options. Assess your preferences carefully to reflect your financial style.
6. For the estate section, check any applicable boxes for documents held, such as wills and trusts, for both individuals.
7. Provide insurance information, including the types and values of life insurance and long-term care insurance for each individual.
8. Document pension, earned income, and social security details. Include anticipated amounts, starting ages, and annual increase rates for each individual where relevant.
9. Estimate annual expenses related to living, such as shelter and food, in the expenses section. State current figures, expected inflation rates, and retirement estimates.
10. List any special income or expenses, noting descriptions, annual amounts, increase rates, starting years, and priority levels.
11. Enter the educational funding needs for children, including names, ages, and projected costs per year. Also indicate the inflation rate and return rate for college funds.
12. In the assets section, detail all capital assets including their names, current values, and account descriptions. Clearly denote ownership for each asset.
13. Complete the additional assets and debts section, documenting values and ownership for residences, personal property, and liabilities.
14. Estimate rates of return for investments and tax rates, entering your projections in the corresponding fields.
15. Use the notes section for any additional information or remarks you wish to make regarding your financial planning.
16. Once the questionnaire is fully completed, remember to save any changes, download, print, or share the form as needed to finalize the process.

Start completing your Financial Planning Questionnaire online to take steps towards your financial future.