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Personal Fact Finder (for use in RETIREMENT PLANNING FUNDAMENTALS lab)Today's Date://ConfidentialThis page intentionally left blank. Page 2PERSONAL FACT FINDER QUESTIONNAIRE PERSON 1 INFORMATION First

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How to fill out personal fact finder

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To fill out the personal fact finder, follow these steps:

02

Start by entering your personal information such as name, address, and contact details.

03

Provide details about your family members, including their names, ages, and relationship to you.

04

Mention your educational background, including the degrees or certifications you hold.

05

Provide information about your employment history, including the companies you've worked for and the positions you held.

06

Include details about your financial situation, such as your income, expenses, assets, and liabilities.

07

Mention any insurance policies you hold, including life, health, or property insurance.

08

List your financial goals and objectives, including short-term and long-term targets.

09

Provide any other relevant information or documents that might be required.

10

Review the completed personal fact finder form to ensure accuracy and completeness before submitting it.

Who needs personal fact finder?

01

The personal fact finder is beneficial for individuals or professionals who need to gather comprehensive information about a person's personal, financial, and professional background.

02

It is commonly used by financial planners, advisors, or consultants to understand their clients' financial situations and provide appropriate advice or recommendations.

03

Individuals who are looking to organize their personal information or assess their financial goals and objectives can also benefit from filling out a personal fact finder.

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What is personal fact finder?

Personal fact finder is a document used to collect personal information for various purposes such as financial planning or insurance.

Who is required to file personal fact finder?

Individuals who are requested to provide personal information for a specific purpose are required to file a personal fact finder.

How to fill out personal fact finder?

Personal fact finder can be filled out by providing accurate and complete information requested on the form.

What is the purpose of personal fact finder?

The purpose of personal fact finder is to gather personal information for analysis and decision-making in a specific area.

What information must be reported on personal fact finder?

Information such as name, address, contact details, financial status, and personal preferences may need to be reported on personal fact finder.

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