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Financial planning fact finder QUESTIONNAIRE Financial planning fact finder Client information Client: Completed by: Date: Client profile for this financial plan All personal assets No trust assets

How to fill out financial planning fact finder

How to fill out financial planning fact finder:

1. Begin by gathering all necessary personal information, such as your full name, contact details, and date of birth.
2. Provide details about your current financial situation, including your income, expenses, and any existing investments or debts.
3. Outline your short-term and long-term financial goals, such as saving for retirement, buying a home, or funding your child's education.
4. Evaluate your risk tolerance by considering your comfort level with potential investment losses and fluctuations in the market.
5. Disclose any specific financial concerns or challenges you may have, such as medical expenses or supporting aging parents.
6. Indicate any insurance coverage you currently have or may require in the future, such as life insurance, health insurance, or disability insurance.
7. Consider and list any estate planning considerations, including your will, power of attorney, or trusts.
8. Review your investment knowledge and experience, including any qualifications or certifications you may possess.
9. Include information about any other professionals you consult for financial advice, such as accountants or attorneys.
10. Sign and date the financial planning fact finder to acknowledge that the information provided is accurate and complete.

Who needs financial planning fact finder?

1. Individuals who want to gain a comprehensive understanding of their financial situation and goals.
2. Anyone looking to establish a solid foundation for financial planning and decision-making.
3. Professionals in the financial services industry who assist clients with their financial planning needs.
4. Individuals who require assistance with retirement planning, investment strategies, or tax planning.
5. Those who want to ensure their assets are properly protected and their loved ones are taken care of in the event of unforeseen circumstances.
6. Couples or families who want to align their financial goals and create a coordinated plan.
7. Entrepreneurs or business owners seeking guidance on managing finances, cash flow, and business succession planning.
8. Anyone experiencing significant life changes such as marriage, divorce, birth of a child, or significant career change.

By following these steps and completing the financial planning fact finder, you can effectively document your financial situation, goals, and concerns, enabling professionals to provide personalized advice and strategies to help you achieve financial success.

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What is financial planning fact finder?

Financial planning fact finder is a document used to collect information about a client's financial situation, goals, and objectives to create a tailored financial plan.

Who is required to file financial planning fact finder?

Financial planners and advisors are required to have clients fill out the financial planning fact finder as part of the financial planning process.

How to fill out financial planning fact finder?

Clients can fill out the financial planning fact finder by providing accurate information about their income, assets, liabilities, expenses, and financial goals.

What is the purpose of financial planning fact finder?

The purpose of financial planning fact finder is to gather necessary information to create a customized financial plan that aligns with the client's goals and objectives.

What information must be reported on financial planning fact finder?

Information such as income, expenses, assets, liabilities, investment preferences, risk tolerance, and financial goals must be reported on the financial planning fact finder.