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Recession Prep Questionnaire
Your answers to these questions will be kept strictly confidential.
1.
Contact Information
First Name
Last Name
Email
2.
Initial Information
State of Residence
Your Date of Birth
Desired Retirement Age
3.
Living Expenses
What are your current estimated MONTHLY living expenses? (NOTE: Do not include income taxes or debt payments)
What are your anticipated monthly living expenses in retirement? (If same as above leave blank)
4.
In Addition to Ongoing Living Expenses, Indicate Any Specific Financial Goals Below.
(Examples: Buy vacation home in the mountains in 2022 for $500,000 -OR- Gift $15,000 Per Year to each of my 5 Children & Granchildren)
Financial Goal (Include description, amount, and timing)
Other Financial Goal
Other Financial Goal
5.
Assets - Include Recent Market Value
Cash (Bank Accounts, CDs, Money Market, etc.)
Investments (Non-Retirement)
Retirement Accounts (IRA, 401(k), etc.)
Annuities
Business Interest(s)
Investment Real Estate
6.
Allocation of Investment Accounts (Estimate)
Example: 60/40 Stocks to Bonds Overall Allocation of All Investments
7.
Liabilities - Include Only a Recent Balance
Mortgage(s)
Line(s) of Credit
Any Other Debts
8.
Sources of Income in Retirement - Include MONTHLY Amounts
Social Security
Pension Income
Annuity Income
Rental Property Income
Trust Account Income
Other Income
9.
Is there any other information you would like to provide or any specific questions you have for us?
Current Progress,
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