Family/Marriage History
Marital Status -
Kids -
Parents -
Financial Plan Notes:
Plan assumptions & discussion
Baseline:
Scenario 2:-
Cash flow & money philosophy -
Debt -
Future Income/Income/Social Security:
Work -
Income -
SS -
Pension -
Real Estate/Home Notes
Home – Mortgage details
HELOC?
General Information:
Taxes:
Insurance:
Medical -
Dental –
P&C –
Umbrella –
Life Insurance –
Disability (ST& LT) –
LTCi -
Estate Plan:
Will
Health care directive –
Power of Attorney -