GOAL PLANNING QUESTIONNAIRE

 
 
CONTACT INFORMATION
1A. Name *
1A. Name
2A. If applicable, what is your spouse's name?
2A. If applicable, what is your spouse's name?
4. Phone *
4. Phone
GOALS, WANTS AND WISHES
For Example, $50,000 per year for living expenses.
For Example, $15,000 per year for extras.
5A. While 76% of boomers intend to keep working and earning in retirement, on average they expect to “retire” from their current job/career at around 64 and then launch into an entirely new job or career. Do you know what you want to do in retirement? Select all that apply. *
CURRENT INCOME LEVEL
RETIREMENT INCOME
Example: My spouse will receive a $30,000/year pension from their career as a Police Officer.
Providing us your best estimate is perfectly fine. If you have the time and you don't have a best estimate of how much social security you should expect to receive, you can go to http://www.ssa.gov/myaccount and find out.
INVESTMENTS
If none, enter "0" or if your don't know enter "unsure" and we can help you come up with a number.
We will use this information when creating your financial plan to help determine if you reside in the "confidence zone" for accomplishing your financial goals.
Please provide the following below: Account Type / Firm Name / $$ Best Estimate of Account Balance
Please provide the following below: Account Type / Firm Name / $$ Best Estimate of Account Balance
RISK TOLERANCE