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Financial Planning Fundamentals
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NOTE:
QUESTIONNAIRE
This survey collects the basic information needed by a financial planner or advisor.
Q1. My marital status is best described as:
Married
Unmarried in a long-term partnership
Single
Q2. I am filling out this form in collaboration with my spouse or partner:
Yes
No
Not applicable
Q3. Regarding retirement:
I am retired
I expect to retire at age ___
I plan to work as long as I am able
Q4. Would you like a financial planner to assist you with the following?
Yes
Maybe
No
General
General information about planning services.
Budgeting
Creating a budget or savings plan.
Sticking to a budget.
Planning around debts.
Investment
Learning how to invest.
Managing risks in your investments.
Finding alternative investments (hedge funds, private equity, venture capital, sustainable funds).
Retirement
Retirement planning.
Retirement savings accounts(such as Roth IRAs, 401k�s, SEP IRAs, Traditional IRAs).
Pension benefit plans.
Healthcare, long-term care or medical insurance options.
Family
Setting up a lifelong income stream.
Relationships and financial conflicts.
Family business dynamics.
Teaching children about finances.
Financial stress management or psychological issues around money.
Legacy
Writing a will, estate planning, or inheritance issues.
Leaving a legacy or charity (such as foundations).
Business
Selling a business.
Tax planning or accounting.
Starting or financing a business.
Please write other factors or elaborate on above :
Q5. Approximate net worth($): __________
Q6. Please type in the approximate percent of your net worth in the following asset-classes?
Cash or money-market
Bonds and fixed income
Equities and stock options
Real estate (including primary residence)
Commodities and futures (including precious metals)
Collectibles (including art and wine)
Private business equity
Q7. Approximate annual active income (from salary): ________
Q8. Approximate annual passive income (earnings from interest, dividends, royalties, etc...) ____________
Q9. Is your income stable from year-to-year?
Yes
No
Somewhat
Q10. Do you own your primary residence?
Yes
No
E-mail:
[email protected]
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