Amazon S3
Let’s get started to create your financial planSection 1: Personal informationPlease provide personal information of your family membersNameRelationshipDate of BirthResidence StateClientCo ClientSection 2: Financial GoalsWhen would you like to retire? What are your other financial goals? Funding education, new cars, vacations?Goal DescriptionAnnualAmountStartsEndsFrequency*Client’s retirement age------------------Co client’s retirement age------------------Annual retirement expenseRetirement----Every yearSection 3: Income, Expenses and SavingsPlease input your income information.Income DescriptionAnnualAmountAnnualIncreaseStartsEndsClient’s SalaryNowRetirementPlease provide your average living expenses before retirement as well as any other expenses you have.Expense DescriptionMonthly AmountAnnualIncreaseStartsEndsMonthly living expense before retirementNowRetirementPlease include your planned savings such as contributions to 401(k), IRA, 529, etc. Savings DescriptionAnnual ContributionEmployer Match %Employer Match up to %Employer Flat Match %Client’s 401(k) / 403(b) contributionSection 4: Investment Assets, Real Estate and DebtList your bank and Investment accounts including checking, taxable, 401k account, IRA account, etc.Account DescriptionAccount typesBalanceClient’s employer retirement plan401k/403(b)Estimated asset allocation: _____% in equity, ____% in Bond, and ___% in cashPlease include information on credit cards, mortgages, Home equity loans, student loans and other loans.Debt nameOriginal Loan AmountInterest RateLoan TermMonthly PaymentBalanceIf you own any real estate property, please provide details below.Property namePurchase YearPurchase PriceCurrent ValueAnnual property taxAnnual insurancePrimary homeSection 5 Insurance Policies: Include insurance policies such as life insurance, disability insurance or long term carePolicy descriptionInsuredBenefitamountAnnual premiumCash valueNotes ................
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