Acme Inc.

Financial Planning

  1. Instructions

    1. Instructions

  2. Personal Information

    1. *Full Name

    2. *Date of Birth

    3. *Marital Status

    4. Dependents (if any)

    5. Phone Number

    6. *Email Address

  3. Employment Details

    1. *Occupation

    2. *Employer

    3. *Annual Income

  4. Spouse/Partner's Details

    1. Spouse’s Information

    2. Full Name

    3. Occupation

    4. Employer

    5. Annual Income

  5. Current Financial Situation

    1. *Monthly Income Breakdown

    2. *Monthly Expenses

    3. *Debt Overview

    4. *Emergency Savings

    5. *Current Net Worth

  6. Financial Goals

    1. Short-Term Goals (1-5 years)

    2. Medium-Term Goals (5-10 years)

    3. Long-Term Goals (10+ years)

  7. Savings and Investment Plans

    1. *Current Retirement Savings (e.g., 401(k), IRA, Pension)

    2. *Annual Contributions

    3. Employer Match (if applicable)

    4. *Retirement Age Target

    5. *Desired Retirement Income

    6. *Investment Accounts

    7. *Your Preferred Investment Strategy

    8. Savings Accounts

  8. Insurance and Protection

    1. Life Insurance

    2. Health Insurance

    3. Disability Insurance

    4. Homeowners or Renters Insurance

    5. Auto Insurance

    6. Other Insurance

  9. Estate Planning

    1. *Do You Have a Will?

    2. Trusts or Estate Plans in Place?

    3. Powers of Attorney (Financial and Medical)

    4. Beneficiaries on Accounts

    5. Planned Charitable Giving

  10. Tax Planning

    1. *Current Tax Bracket

    2. *Tax-Advantaged Accounts (IRA, Roth IRA, HSA)

    3. *Estimated Annual Tax Payment

    4. Mortgage Interest

    5. Charitable Contributions

    6. Student Loan Interest

  11. Risk Tolerance and Investment Preferences

    1. *Risk Tolerance

    2. Investment Preferences: Ethical/Impact Investing

    3. Specific Industries to Avoid

    4. Specific Industries to Focus On

  12. Retirement Planning

    1. *Desired Retirement Age

    2. *Desired Monthly Retirement Income

    3. *What Amount Do You Contribute Each Year to Your Retirement Plan?

    4. *Current Savings for Retirement

    5. *Pension or Social Security Projections

    6. *Planned Retirement Lifestyle (Travel, relocation, etc.)

  13. Other Financial Considerations

    1. Have Any Education Savings (For children or self)

    2. Charitable Donations (Regular contributions, planned donations)

    3. Gifts to Family

    4. Business Ownership (If applicable)

    5. Tell us About Other Major Financial Obligations or Upcoming Life Events

    6. Financial Concerns or Areas Needing Improvement

    7. *Have a Financial Advisor (Currently)?

    8. Expectations from a Financial Advisor

    9. What’s the Most Pressing Financial Issue You’d Like to Resolve?

    10. What Would You Like to Accomplish in the Next 12 Months?

Financial Planning


Financial Planning

Acme Inc.



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    *Response requiredFull Name

    *Response requiredDate of Birth

    *Response requiredMarital Status

    • Single

    • Married

    • Divorced

    • Widowed

    Dependents (if any)

    Phone Number

    +31

    *Response requiredOccupation

    *Response requiredEmployer

    *Response requiredAnnual Income

    Spouse’s Information

    Leave this section blank if not applicable.

    Full Name

    Occupation

    Employer

    Annual Income

    *Response requiredMonthly Income Breakdown

    Example:

    1. Salary/Wages
    2. Bonuses
    3. Investment Income
    4. Other Sources of Income

    *Response requiredMonthly Expenses

    Example:

    1. Housing (Rent/Mortgage)
    2. Utilities
    3. Food & Groceries
    4. Transportation
    5. Insurance Premiums
    6. Debt Payments
    7. Savings/Investment Contributions
    8. Miscellaneous

    *Response requiredDebt Overview

    Example:

    1. Credit Card Debt
    2. Mortgage
    3. Car Loans
    4. Student Loans
    5. Personal Loans
    6. Other Liabilities

    *Response requiredEmergency Savings

    *Response requiredCurrent Net Worth

    Assets (Cash, Investments, Property, Retirement Accounts)

    Short-Term Goals (1-5 years)

    Saving for a car, vacation, emergency fund, etc. Include expected cost and timeline for each.


    Add the goal you prioritize the most, first.

    Medium-Term Goals (5-10 years)

    Home purchase, starting a business, etc. Include expected cost and timeline for each.


    Add the goal you prioritize the most, first.

    Long-Term Goals (10+ years)

    Retirement, children’s education, etc. Include expected cost and timeline for each.


    Add the goal you prioritize the most, first.

    *Response requiredCurrent Retirement Savings (e.g., 401(k), IRA, Pension)

    *Response requiredAnnual Contributions

    Employer Match (if applicable)

    *Response requiredRetirement Age Target

    *Response requiredDesired Retirement Income

    *Response requiredInvestment Accounts

    Type of Investments (Stocks, Bonds, Mutual Funds, Real Estate, etc.)

    *Response requiredYour Preferred Investment Strategy

    • Conservative

    • Moderate

    • Aggressive

    Savings Accounts

    Include Emergency Funds and Regular Savings Accounts

    Life Insurance

    Please include:

    1. Policy Type (Term, Whole)
    2. Coverage Amount
    3. Beneficiaries

    Health Insurance

    Current Coverage (Private, Employer-provided, Government)

    Disability Insurance

    Include Short-Term and Long-Term Coverage

    Homeowners or Renters Insurance

    Auto Insurance

    Other Insurance

    What Other Insurances Do You Require? (e.g., Umbrella Insurance, Business Insurance)


    Are There Any Gaps in Your Current Coverage vs. Needed Coverage?

    *Response requiredDo You Have a Will?

    • Yes

    • No

    Trusts or Estate Plans in Place?

    Choose filesor drag files here

    Powers of Attorney (Financial and Medical)

    Choose filesor drag files here

    Beneficiaries on Accounts

    Planned Charitable Giving

      • Amount

      • Beneficiaries or Charities

      • Timing or Planned Year

      • Notes/Additional Information

    • Add an item

    *Response requiredCurrent Tax Bracket

    *Response requiredTax-Advantaged Accounts (IRA, Roth IRA, HSA)

    *Response requiredEstimated Annual Tax Payment

    Mortgage Interest

    Charitable Contributions

    Student Loan Interest

    *Response requiredRisk Tolerance

    • Low

    • Medium

    • High

    Investment Preferences: Ethical/Impact Investing

    Specific Industries to Avoid

    Specific Industries to Focus On

    *Response requiredDesired Retirement Age

    *Response requiredDesired Monthly Retirement Income

    *Response requiredWhat Amount Do You Contribute Each Year to Your Retirement Plan?

    *Response requiredCurrent Savings for Retirement

    *Response requiredPension or Social Security Projections

    *Response requiredPlanned Retirement Lifestyle (Travel, relocation, etc.)

    Have Any Education Savings (For children or self)

    Charitable Donations (Regular contributions, planned donations)

    Gifts to Family

    Business Ownership (If applicable)

    Tell us About Other Major Financial Obligations or Upcoming Life Events

    Financial Concerns or Areas Needing Improvement

    *Response requiredHave a Financial Advisor (Currently)?

    • Yes

    • No

    Expectations from a Financial Advisor

    Please tell us about:

    1. Frequency of Meetings
    2. Type of Advice Sought (Investment, Tax, Estate Planning, etc.)

    What’s the Most Pressing Financial Issue You’d Like to Resolve?

    What Would You Like to Accomplish in the Next 12 Months?