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Financial Planning Fact Finder Client Information Client Name:DOB:US Citizen: Y or Client Name:DOB:US Citizen: Y or Address:City, State, Zip:Home Phone:Client Cell:Fax:Email:Spouse Cell:Preferred

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How to fill out financial planning fact finder

01

Gather all necessary financial documents like income statements, tax returns, bank statements, investment statements.

02

List out all sources of income and expenses.

03

Determine short term and long term financial goals.

04

Assess risk tolerance and investment preferences.

05

Fill out the fact finder form accurately and completely.

06

Review the filled out fact finder with a financial planner for feedback and recommendations.

Who needs financial planning fact finder?

01

Individuals who want to create a comprehensive financial plan.

02

Anyone looking to align their financial goals with their current financial situation.

03

People who want to track their financial progress over time.

04

Those seeking professional financial advice and recommendations.

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What is financial planning fact finder?

The financial planning fact finder is a document used by financial planners to gather essential information about a client's financial situation, goals, and risk tolerance.

Who is required to file financial planning fact finder?

Any individual or entity seeking financial planning services may be required to fill out a financial planning fact finder.

How to fill out financial planning fact finder?

To fill out the financial planning fact finder, one must provide accurate and detailed information about their financial goals, assets, liabilities, income, and expenses.

What is the purpose of financial planning fact finder?

The purpose of the financial planning fact finder is to help financial planners understand their clients' financial situation and goals, so they can develop personalized financial plans.

What information must be reported on financial planning fact finder?

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

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