Personal Wealth Report

PRELIMINARY INFORMATION – WEALTH REPORT

Please complete the following questionnaire to your best ability. This will help us provide the most accurate and comprehensive wealth report for you and your family.

 

I. CLIENT DETAILS






II. INCOME (COMPLETE AS APPLICABLE)









* Please provide current Social Security Benefit Statement (if not yet taking Social Security).
III. MORTGAGE (COMPLETE AS APPLICABLE)




* Not including taxes or insurance.
IV. ASSETS (COMPLETE AS APPLICABLE)






* Please provide a current statement.
The Following sections below are optional, but the more information you can provide the better! 

V. FUTURE EXPENSES IN THE NEXT 1-5 YEARS (NEW CAR, WEDDING, HOME, REMODELING, ETC.)












VI. ADDITIONAL COMMENTS

What are the most important financial goals that you would like to accomplish? Please prioritize.





If you were going to change anything in your financial situation, what would it be?


If we were meeting here three years from today, what has to have happened for you to feel happy with your progress?


We have been able to grow substantially through the power of referrals. If we fulfill your expectations, what method of
communication may we talk to you about obtaining referrals that is most comfortable for you?


Will there be any other advisors involved in the decision making process?