Get the free WealthVision Fact Finder - Village Financial Partners

Financial Planning WealthVision SM Fact Finder Date: Client Information Client Name: DOB: US Citizen: ? Y ? N Spouse Name: DOB: US Citizen: ? Y ? N Address: City, State, Zip: Home Phone: Client Cell:

How to fill out wealthvision fact finder

How to fill out wealthvision fact finder:

1. Start by gathering all relevant financial documents such as bank statements, investment account statements, and tax returns. This will help provide accurate information for the fact finder.
2. Begin by filling out personal information such as your name, date of birth, and contact details. This will ensure that your financial advisor has the correct information to work with.
3. Move on to the section regarding income and expenses. Provide accurate information about your current income sources, including wages, investments, and any other sources of income. Additionally, disclose your regular expenses such as rent/mortgage, utilities, and monthly debt payments.
4. Provide details about your assets and liabilities. List all your assets, including real estate, vehicles, investments, and any other valuable possessions. On the other hand, include all liabilities such as mortgages, loans, and credit card debt.
5. Proceed to the insurance section where you will provide information about your existing insurance policies including life, health, disability, and long-term care insurance.
6. Next, provide information about your retirement savings and plans. Include details about your current retirement accounts, contributions, and any projected retirement goals.
7. Fill out the section about your financial goals and objectives. Mention your short-term and long-term goals such as buying a home, funding education, or saving for retirement. Be as specific as possible to help your financial advisor formulate an appropriate strategy.
8. Finally, review all your answers and make sure they are accurate and up-to-date. If there are any changes or updates, make the necessary adjustments.

Who needs wealthvision fact finder?

1. Individuals who want to get a comprehensive overview of their financial situation can benefit from using wealthvision fact finder.
2. Financial advisors who wish to gather all necessary information to create personalized financial plans for their clients can utilize the wealthvision fact finder.
3. Investors who want to evaluate their risk tolerance and make informed investment decisions can use the wealthvision fact finder to gain a better understanding of their financial situation.
4. Anyone who wants to organize their finances and have a clear understanding of their assets, liabilities, income, expenses, and goals can find value in using the wealthvision fact finder.

For pdfFiller’s FAQs

What is wealthvision fact finder?

Wealthvision fact finder is a tool used to gather financial information and goals from clients to help financial advisors create customized investment plans.

Who is required to file wealthvision fact finder?

Clients who want to work with a financial advisor using Wealthvision platform are required to fill out the fact finder.

How to fill out wealthvision fact finder?

Clients can log into their Wealthvision account and follow the prompts to input their financial information and goals.

What is the purpose of wealthvision fact finder?

The purpose of wealthvision fact finder is to help financial advisors better understand their clients' financial situation and goals in order to create a personalized investment plan.

What information must be reported on wealthvision fact finder?

Information such as income, expenses, assets, liabilities, investment goals, risk tolerance, and time horizon must be reported on the wealthvision fact finder.

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