StrategicPoint Financial Planning Questionnaire free printable template

Name: StrategicPoint Financial Planning Questionnaire Form - Fill Online, Printable, Fillable, Blank - pdfFiller
Brand: pdfFiller
Rating: 4.0 (58 reviews)

Get Form

Show details

Financial Planning Questionnaire To complete this form by hand 1 Print all pages of this form. 1 Save this writable PDF to your computer then open it using Adobe s Acrobat Reader. Annual expenses for other dependents for example parents Estate Planning Do you have updated wills Do you have powers of attorney Have you executed health care proxies When were these documents last updated Have you established any trusts If yes names of trust s you have established Whom may we thank for referring you...Please bring your completed Financial Planning Questionnaire along with any appropriate attachments to the meeting with your StrategicPoint advisor. 2 Complete the form by filling in each space with black or blue ink. Do not use pencil* checking the appropriate buttons. Tip you can tab from field to field. Or 3 When finished simply bring the form to your meeting. Or you can bring a copy with you to our meeting. General Information Your First Last Name Marital Status Today s Date / Single ...Married Partner Separated Divorced Widowed Street Address City State Home Phone Your Date of Birth Are You a U*S* Citizen Zip Code Email Your Social Security Yes No Spouse s/Partner s Co-Client s First Last Name Is your Spouse/Partner a U*S* Citizen Employment Information Your Employment Self-Employed Company Owner Employee Retired Company Name Occupation Years with Company Work Phone Ext Fax Work Email Questions Please call 401 273-1500. Form continues Assets Bank Accounts Name of...Account Owner Balance Checking Money Market / Savings All CDs Other How much of the above amount do you want earmarked for retirement Retirement Accounts List tax-deferred accounts separately and include accounts labeled 401 k 403 b 457 ESOP SEP SIMPLE Profit Sharing TSA Annuities Traditional IRA and Roth IRA. Please attach copies of most recent statements. At Example Lifespan 403 b Vanguard Mary 42 000 Taxable Accounts List accounts separately and include brokerage accounts joint accounts...trusts TODs PODs non-qualified annuities and accounts in an individual name. Please attach copies of most recent statements. Example Individual Account John 51 000 Notes Assets Held for Education List separately for each child and include 529 Plans Coverdell IRAs Custodial Accounts Education Savings Bonds Mutual Fund Accounts etc* Type Beneficiary Example CollegeBoundFund 529 Plan Julia 15 000 Business Ownership Include businesses in which you have direct ownership* Name of Business Business...Type Appraisal your share Example Peter s Painting Co. Peter S-Corp 250 000 Do you plan to sell your business to create retirement assets If yes in what approximate year Assumed annual growth rate of business If left blank we will grow your business by 8 until sold. Personal Property Include collectibles boats automobiles etc* Property Value Example Art Collection Mary/John 75 000 Real Estate For additional properties please attach a separate sheet. Investment or Personal Example 212 Windham...Personal Residence Joint Second Home Investment Property 1 How much pre-tax income do you receive each year from your investment properties Which of these real estate properties is available to be sold with the proceeds used for retirement In what year would you like to sell the property Liabilities Mortgages Balance Remaining Term Remaining Interest Rate Primary Residence Home Equity Line of Credit Balance Amount Available Other Debt Debt Vehicle All Credit Cards Student Loans Income and...Retirement Analysis Your Current Annual Income At what age do you expect to retire If you are already retired put in your current age.

pdfFiller is not affiliated with any government organization

Fill out, sign, and share forms from a single PDF platform

Manage all your documents quickly and securely in the cloud.

Edit and sign in one place

Add or replace text, adjust formatting, insert legally binding eSignatures, and send documents for signing without hopping between apps.

Create professional forms

Add and customize fillable fields to tailor each form to your needs and ensure easy completion without printing and scanning.

Simplify data collection

Quickly share forms via email or a secure link, enabling anyone to complete forms online in seconds, on any device.

Manage forms centrally

Keep all your forms and templates organized in one secure, cloud-based platform, track changes easily, and export documents in any format.

Why pdfFiller is the best tool for your documents and forms

Learn more about security

End-to-end document management

From editing and signing to collaboration and tracking, pdfFiller has everything you need to get your documents done quickly and efficiently.

Accessible from anywhere

pdfFiller is fully cloud-based. This means you can edit, sign, and share documents from anywhere using your computer, smartphone, or tablet.

Secure and compliant

pdfFiller lets you securely manage documents following global laws like ESIGN, CCPA, and GDPR. It's also HIPAA and SOC 2 compliant.

Fill fillable financial planning fact finder form: Try Risk Free

Rate free financial planning fact finder form

4.0

satisfied

58 votes

Understanding the StrategicPoint Financial Planning Questionnaire Form

What is the StrategicPoint Financial Planning Questionnaire Form

The StrategicPoint Financial Planning Questionnaire Form is a comprehensive document designed to gather essential information for effective financial planning. This form helps individuals articulate their financial goals, assess their current financial situation, and identify any gaps in their planning. Completing this questionnaire can serve as a foundational step for personalized financial advice tailored to individual circumstances.

Key Features of the StrategicPoint Financial Planning Questionnaire Form

The form includes several noteworthy features that enhance its utility. It typically covers personal information, financial status, investment preferences, and retirement plans. By integrating this information, users can facilitate clearer discussions with financial advisors. Additionally, the form is designed to be user-friendly, allowing easy completion either electronically or by hand.

How to Fill the StrategicPoint Financial Planning Questionnaire Form

Filling out the StrategicPoint Financial Planning Questionnaire Form requires careful attention to detail. The process begins by collecting necessary information such as personal identification details, financial assets, and liabilities. Users may complete the form by typing directly into designated fields if using a digital version, or they can write if using a printed copy. It is important to answer all questions accurately, using black or blue ink if completing by hand.

Best Practices for Accurate Completion

To ensure accuracy when completing the StrategicPoint Financial Planning Questionnaire Form, it is advisable to review the form thoroughly before submission. Users should cross-check their information against official documents, such as tax returns and bank statements, to avoid any discrepancies. Additionally, seeking assistance from a financial advisor may help clarify any uncertainties in the form.

Eligibility Criteria for the StrategicPoint Financial Planning Questionnaire Form

Generally, any individual seeking to create a structured financial plan can use the StrategicPoint Financial Planning Questionnaire Form. There are no specific eligibility restrictions; however, it is most beneficial for those with clear financial goals or immediate planning needs. Individuals may also benefit from using the form prior to significant life changes, such as marriage, retirement, or purchasing a home.

Common Errors and Troubleshooting

When completing the StrategicPoint Financial Planning Questionnaire Form, several common errors can occur. Some users may overlook important fields, leading to incomplete submissions. Others might unintentionally provide outdated information. To troubleshoot these issues, it is helpful to double-check all entries and ensure that the most current financial data is being used. If uncertainties arise, consulting a financial professional can provide clarity and assistance.

Frequently Asked Questions about the purpose of the strategicpoint search form

What is the purpose of the StrategicPoint Financial Planning Questionnaire Form?

The form is designed to facilitate effective financial planning by helping individuals articulate their financial goals and assess their current situation.