New Client Information

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Professional Advisers
Attorney Name
Attorney Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Attorney Phone
Attorney Email
Accountant (CPA) Name
Accountant (CPA) Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Accountant (CPA) Phone
Accountant (CPA) Email
Insurance Agent Name
Insurance Agent Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Insurance Agent Phone
Insurance Agent Email
Other Name
Other Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Other Phone
Other Email

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Financial Planning Goals and Objectives
Retirement Goals
At what age do you want to retire?
At what age does your spouse want to retire?
At what age does your spouse want to retire?
Describe your plans for retirement. Include a description of your desired retirement lifestyle and how expenses may change.
Describe your plans for retirement. Include a description of your desired retirement lifestyle and how expenses may change.
Education Funding Goals
Do you want to provide funds for your children to attend college or graduate school?
- Yes
- No
Do you want to fund public or private post-secondary education?
Do you want to fund public or private post-secondary education?
- Public
- Private
What percentage of post-secondary expenses do you want to provide?
What percentage of post-secondary expenses do you want to provide?
How many years of post-secondary education do you want to fund?
How many years of post-secondary education do you want to fund?
In addition to any current education expenditure you may have, do you plan to provide private primary or secondary school education for any children?
In addition to any current education expenditure you may have, do you plan to provide private primary or secondary school education for any children?
- Yes
- No
For which grades will your children attend private primary or secondary schools?
For which grades will your children attend private primary or secondary schools?
What is the tuition for the primary and secondary school your children attend or will attend?
What is the tuition for the primary and secondary school your children attend or will attend?
Major Purpose Goals
Do you want to save for any major purchase goals, such as purchasing a new home?
- Yes
- No
Goal
Goal
Purchase Amount
Purchase Amount
Desired Timing
Desired Timing
Goal
Goal
Purchase Amount
Purchase Amount
Desired Timing
Desired Timing
Goal
Goal
Purchase Amount
Purchase Amount
Desired Timing
Desired Timing
How often do you purchase a new car (in years)?
How often do you purchase a new car (in years)?
About how much do you typically spend on a vehicle purchase?
About how much do you typically spend on a vehicle purchase?
Life Insurance Goal
Please describe any support need to your dependents or others when you die.
Please describe any sacrifices that you or your spouse would be willing to make to your plan or any additional needs you may have in the event of one of you died pre-maturely.
Please describe any sacrifices that you or your spouse would be willing to make to your plan or any additional needs you may have in the event of one of you died pre-maturely.
Disability Insurance Goal
Please describe any changes you would be willing to make to your financial plan if you were disabled.
Financial Concerns and Goals
Please briefly describe any financial concerns or goals that may not be reflected above.

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Contact Information

Spouse's Information

Children / Grandchildren

Parents/Grandparents

Desired Retirement Account Beneficiaries

Professional Advisers

Financial Planning Goals and Objectives

Risk Assessment

Income

Assets

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