Your Financial Discovery Plan

With so many retirement options available, it's difficult to know which strategies are the best for your situation.

By filling out this form, we’ll be able to review your situation and develop strategies unique to your specific situation and goals.

Name

First

Last

Spouse Name

First

Last

DOB

Spouses DOB

Retired?

Spouse Retired?

Phone Number *

Email *

*Assets that are considered liquid at any age: Nonqualified funds or investments, checking and/or savings accounts, CDs less than 1 year to maturity, cash value of life insurance.

*Assets that are considered liquid if over the age of 59½: Qualified funds or investments, annuity free withdrawals, annuities out of surrender, nonqualified funds or investments, checking and/or savings accounts, CDs less than 1 year to maturity, cash value of life insurance.

Qualified Funds:

1. Amount

Company

Type

Owner

Liquid? Y/N based on age

2. Amount

Company

Type

Owner

Liquid? Y/N based on age

3. Amount

Company

Type

Owner

Liquid? Y/N based on age

4. Amount

Company

Type

Owner

Liquid? Y/N based on age

5. Amount

Company

Type

Owner

Liquid? Y/N based on age

6. Amount

Company

Type

Owner

Liquid? Y/N based on age

Non-Qualified Funds / Checking / Savings / CDs

7. Amount

Company

Type

Owner

Liquid? Y/N based on age

8. Amount

Company

Type

Owner

Liquid? Y/N based on age

9. Amount

Company

Type

Owner

Liquid? Y/N based on age

10. Amount

Company

Type

Owner

Liquid? Y/N based on age

Stocks/Bonds/Mutual Funds

11. Amount

Company

Type

Owner

Liquid? Y/N based on age

12. Amount

Company

Type

Owner

Liquid? Y/N based on age

13. Amount

Company

Type

Annuities

14. Amount

Company

Type

Owner

Liquid? Y/N based on age

15. Amount

Company

Type

Owner

Liquid? Y/N based on age

16. Amount

Company

Type

Owner

Liquid? Y/N based on age

17. Amount

Company

Type

Owner

Liquid? Y/N based on age

Life Insurance

18. Death Benefit Amount

Cash Value

Payment

Owner

Liquid? Y/N

Land/Real Estate (Excluding primary residence)

19. Property FMV

Rental Income

Mortgage Balance

Owner

20. Property FMV

Rental Income

Mortgage Balance

Owner

21. Property FMV

Rental Income

Mortgage Balance

Owner

22. Property FMV

Rental Income

Mortgage Balance

Owner

23. Total Net Worth (Total of lines 1-22)

24. Total Liquid Assets (total [depending on age] of 1-18

Do you know your estimated Social Security Benefits and the expected age to turn them on?

Yes
No
Unsure

If you answered yes, what are they?

Number of Children

Number of Grandchildren

Sources of Household Income Monthly (Excluding primary residence)

Employment

Social Security

Pension

Rents

RMDs

Other

total

What are your estimated monthly living expenses? (See budget sheet link at bottom)

Discretionary:

Primary Residence (NOT to be included in Net Worth)

Home Value

Mortgage Payment

Mortgage Balance

Overall Financial Goals / Additional Info:

Custom Captcha *

Your Financial Discovery Plan

With so many retirement options available, it's difficult to know which strategies are the best for your situation.

Get Started

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