Personal Data Organizer

Overview | Personal Data Organizer | Results

The Personal Data Organizer will give you a sense of the types of questions a financial planner will ask. After you complete the three-page form, you'll be provided with a printer-friendly document of your responses.

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1. Personal Information
First Name:
Last Name:
Date Of Birth:
Occupation:
 
Your Children
Name:Name:Name:
Age:Age:Age:
 
Your Parents
Financial Status:
Health Status:
Are you expecting to receive any inheritance?
If 'yes', when and how much do you expect to receive?:
 
2. Goals And Retirement Planning
What are your financial concerns?
What do you want to accomplish in the next 10 years?
Do you have any goals you want to accomplish when you achieve financial independence?
How involved do you want to be in developing a financial plan?
In the next couple years, do you anticipate any of the following to change?
Your lifestyle (retirement, job change)
Your expenditures
Your responsibility for children
Your responsibility for parents
 
Is it possible you will win or lose a legal judgment in the next couple years?
Do you plan on making a significant purchase or sale?
At what age would you like to be able to retire?
At what age do you expect to retire?
What amount of monthly income do you expect to need when you retire?
Additional comments on your goals:
3. Financial Information
Income
Salary per year, including any bonuses:
Number of pay periods per year:
 
Other Sources of Income
Rental Income:
Social Security:
Dividends And Interest:
Pension:
Trust Funds:
Self Employed:
Capital Gains:
Annuity:
 
Contributions
401(k):
403(b):
Other Retirement Plans:
 
Net Worth
What is your approximate net worth?
 
Assets And Liabilities
Liquid Assets (cash, money market, CDs):
Taxable Investments (mutual funds, stocks, bonds):
Tax Sheltered Investments (401(k)s, IRAs, annuities):
Stock Options:
Real Estate:
Personal Residence:
Vehicles:
Property:
Other:
 
Additional comments on your financial situation:
 
4. Cash Reserves, Debt Management and Savings
Do you carry credit card balances from month to month?
Do you have a savings plan?
Do you have cash reserves in case of an emergency?
Do you have any assets you wish you did not own?
Additional comments on cash reserves, debt management and savings:
5. Asset Protection
Do you have any health problems?
Heath insurance coverage/type:
Disability insurance coverage/type:
Personal liability insurance coverage/type:
Life insurance - how much and type:
Do you have long-term care insurance?
Additional comments on asset protection:
 
6. Education
Do you plan to pay some/all of your child's education costs?
Additional comments on education:
 
7. Estate Planning
Do you have an estate plan?
Do you have a will?
    - When was it last updated
Do you have a living will?
Do you have any children who are minors?
    - What are their ages
    - Have you made guardianship arrangements?
Do you have any trusts?
    - Have you titled assets in the name of your trust?
Are you the beneficiary of any trusts or estates?
Do you anticipate receiving an inheritance?
Have you included charitable giving?
Do you wish to provide an inheritance to your children?
Will your estate avoid probate?
Have you provided adequate estate liquidity for your heirs?
Additional comments on estate planning:
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