Education
For college, do you plan on public in-state, public out of-state or private college for your child(ren)?
Public In-State Public Ou-State Private College
How many years do you plan on sending your children to college?
Four Years Five Years Not Sure
Do you plan on paying for graduate school?
Yes No
Do you have any other expenses that are material that we should budget for your child(ren) (marriage, car, etc...)?
Investments
What is your risk tolerance?
Moderate Conservative Aggressive
What is your time horizon?
Long(over 10 Years) Short(less than 3 Years) Moderate (3 - 10 Year)
What is your knowledge on stocks, bonds and mutual funds?
Excellent Good Fair Poor
Cash Flow
When did you buy your cars:
Car 1 Car 2 Car 3 Car 4
How many years do you typically hold a car before purchasing a new one?
What price range do you spend to buy a new car?
Financial Independence (a/k/a Retirement)
At what age do you wish to achieve financial independence?
Do you plan on maintaining a second home or having one home during this time period?
Yes No
Do you anticipate changes in your spending?
Yes No
Insurance
Is anyone of an older generation going to be, or already are, dependent on you financially?
Yes No
Other than supporting your family do you have any other financial obligations?
Yes No
Do you have anyone in your life with special needs (disabilities)?
Yes No If yes, please provide name and relationship:
Estate Planning
If you have estate planning documents, are they current, or are there any changes at this time that you wish to make (for example, changing people who are named inside the document or adding a child)?
General
What is your goal from hiring a financial planner? What do you hope to achieve?
Are there any other goals or financial aspirations that you wish for us to address during the financial planning process?