Planning Questionnaires

Short Form

This abbreviated planning questionnaire should only take you 15 to 20 minutes to complete. Although the questions are very high level, it will provide us with enough information to prepare a financial snapshot of your current situation. Generally speaking, the short form questionnaire is the first.

Long Form

This more detailed planning questionnaire will allow us to advance our financial analysis of your needs to a more sophisticated level where minimizing income taxes and preserving assets is our main focus. Generally used later in the planning process, the long form questionnaire includes a list of financial documents that you will need to provide.

Financial Worksheets

Financial Needs

These easy-to-use worksheets include basic calculations for both retirement and life insurance needs. Although you can do a reasonable job of estimating your needs with this self-assessment tool, a proper financial plan should include allowances for income tax and variations in the rate of return and inflation, all of which are beyond the scope of this document.

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