Client Checklist
Personal Information
- Name
- Address
- Occupation
- Social Security #
- Phone number
- Marital Status
- Spouse Info
- Tax Rate
- Dependants
- Grandchildren
- Drivers License
Assets
- Cash- Savings/ Checking
- CDs
- Securities- Stocks / Bonds/ Mutual Funds
- Notes & Contracts Receivable
- Annuities
- Private Placements
- Private Managed Accounts
- College Funds 529 / Ed. IRA
- Life Insurance/ Cash Surrender Value
- Long Term Care Insurance
- Home / Auto Insurance
- Personal Property Value- Auto, Jewelry,etc.
- Retirement Funds/ IRAs, 401ks , Pensions
- Real Estate / Market Value
- Other assets
Financial Goals
- College
- Retirement
- Wealth accumulation
- Wealth transfer
- Debt Management
Liabilities
- Current Debt- Credit cards
- Notes Payable
- Taxes Payable
- Auto Loans
- Real Estate Mortgages
- Other
Professionals
- Attorney
- CPA / Accountant