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Kurt.rosentreter manulifesecurities.ca 4166285761 ext. 230 FINANCIAL PLANNING DATA COLLECTOR Provided By Kurt Rosentreter, CA, CFP In order to complete a retirement forecast to show how much money
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How to fill out financial planning data collector
How to fill out financial planning data collector:
01
Start by gathering all relevant financial information such as income, expenses, assets, and liabilities.
02
Provide accurate and up-to-date information for each category.
03
Be thorough and include all sources of income, such as salary, investments, and rental income.
04
List all monthly expenses, including fixed expenses like rent or mortgage payments, utilities, and insurance.
05
Don't forget to include variable expenses like groceries, entertainment, and transportation costs.
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Take inventory of all assets, such as real estate, investments, vehicles, and valuable possessions.
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Include information on any outstanding debts or liabilities, such as loans, credit card balances, or mortgages.
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Provide details about your financial goals and objectives, whether it's saving for retirement, buying a home, or paying off debt.
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Consider including information about your risk tolerance and investment preferences.
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Double-check all the provided information for accuracy before submitting the financial planning data collector.
Who needs financial planning data collector:
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Individuals who want to gain a clear understanding of their financial situation.
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Anyone who wants to set financial goals and create an effective plan to achieve them.
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Those who need assistance in managing their debt and creating a budget.
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Families or households looking to establish a comprehensive financial plan.
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People who are nearing retirement and want to ensure their financial security.
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Individuals experiencing major life events such as marriage, divorce, or starting a family.
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Anyone who wants to monitor their financial progress and make adjustments as necessary.
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