Purpose of This Questionnaire

 

This Questionnaire is designed to help you collect and organize the information needed to develop your Comprehensive Financial Plan, and will include your goals and the resources available to fund them.

 

As you go through this questionnaire, gathering some of the following documents may be helpful in sharing important details of your current situation: bank and investment statements, retirement account statements, college fund account statements, employer benefits, Social Security Administration statement, liability statements, and insurance policies. Some of these documents may or may not apply to your particular situation.

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Important data can be gathered from the above mentioned documents such as: current account balances, contributions and additions currently being made, projected employee benefits, when major liabilities end, future Social Security benefits or pension benefit amounts.

 

Thank you in advance for taking the time to gather some of this information so we can focus on the fun stuff: developing a plan that addresses your goals, hopes, and dreams in retirement!

 

Introduction to Your Retirement Lifestyle Plan

 

It is time to take control of your own future. With a well-designed Comprehensive Financial Plan, you can obtain the most enjoyment possible from the money you have to spend during the rest of your life. In an uncertain world where investment returns are unpredictable, planning is the most important exercise you can do to increase the likelihood that you’ll enjoy a rewarding retirement.

 

Planning the future you want should be an enjoyable process, and it all starts with your Goals. So, take your time, allow yourself to dream a little, and have some fun. Begin by telling us a little about yourself.