New Financial Planning Client Sample Homework Assignment |
| Site Information (is listed below. The financial planning software modules for sale are on the right-side column) Confused? It Makes More Sense if You Start at the Home Page How to Buy Investment Software Financial Planning Software Support Financial Planner Software Updates Site Information, Ordering Security, Privacy, FAQs Questions about Personal Finance Software? Call (707) 996-9664 or Send E-mail to support@toolsformoney.com Free Downloads and Money Tools Free Sample Comprehensive Financial Plans Free Money Software Downloads, Tutorials, Primers, Freebies, Investing Tips, and Other Resources List of Free Financial Planning Software Demos Selected Links to Other Relevant Money Websites
|
Personal Information Checklist
This free evaluation of your existing financial plan will help us both understand where you are currently, so that we may share ideas on how to improve. The more of this information we have to work with, the more accurate your new financial plan will be. It will answer many questions I'll have for you, as well as help you formulate good questions to ask me. Please don't be concerned or delay our meeting if items on the list below don't apply to you. There will be ample opportunity in our discussions to cover any area in which you have interest. In financial planning, where you want to be in the future, and the plans we make now to get there are far more important than where you are, or what you have to work with today.
Please Bring these Items, or Copies, to Our Next Appointment • A Written List of Your Financial Goals (below) • Spouse and/or Significant Others • Family Budget • Wills, Trusts, Power of Attorney, and other Pertinent Legal Documents Affecting Your family • Life, Health, Dental and Disability Policies • Last Two Years of Tax Returns / Gift Tax Returns if Applicable • Real Estate Holdings: Mortgage Information, Deeds, Contacts, Leases • Appraisals of Collections, Jewelry, Antiques • Prior Financial and Estate Plans • Employee Contracts and Benefits: Beneficiary Designations, Health, Dental, Disability, Pension, Retirement, Profit Sharing, Stock Option and Purchase, Deferred Compensation, and Group Life Insurance Plans that you currently enroll in, or wish to look into further • Divorce Settlements, Prenuptial or Premarital Agreements • CD Maturity Dates, Rates, and Penalties • Retirement Plans: IRA, Keogh, 401(k), TSA, etc. • Record of Investments (Stocks, Bonds, Funds, Partnerships, Real Estate Deals, etc.) • Checking, Credit Union and Savings Account Information • Credit Card Information • Life, Disability, Auto, Health, Home, and Personal Liability Insurance Policies • Previous Financial Plans • Anything else you may wish to discuss Financial Goals Worksheet Short Term Goals (from now to six months from now) EXAMPLES: Credit Card Debt, Pay overdue taxes, Fix the car, Moving fund, Get a Will made, Medical Bills, Christmas shopping, etc. Intermediate-term Goals (six months to two years) EXAMPLES: Computer, Business Investment, Furniture, Household repairs, etc. Long-term Goals (more than two years) EXAMPLES: Buy another car, Buy a house, Remodel the house, Start a business |
Financial Planning Software Modules For Sale (are listed below) Financial Planning Software that's Fully-Integrated Goals-Only "Financial Planning Software" Retirement Planning Software Menu: Something for Everyone Comprehensive Asset Allocation Software Model Portfolio Allocations with Historical Returns Monthly-updated ETF and Mutual Fund Picks DIY Investment Portfolio Benchmarking Program Financial Planning Fact Finders for Financial Planners Gathering Data from Clients Investment Policy Statement Software (IPS) Life Insurance Calculator (AKA Capital Needs Analysis Software) Bond Calculators for Duration, Convexity, YTM, Accretion, and Amortization Investment Software for Comparing the 27 Most Popular Methods of Investing Rental Real Estate Investing Software Net Worth Calculator (Balance Sheet Maker) and 75-year Net Worth Projector Financial Seminar Covering Retirement Planning and Investment Management Sales Tools for Financial Adviser Marketing Personal Budget Software and 75-year Cash Flow Projector TVM Financial Tools and Financial Calculators Our Unique Financial Services Buy or Sell a Financial Planning Practice Miscellaneous Pages of Interest Primer Tutorial to Learn the Basics of Financial Planning Software About the Department of Labor's New Fiduciary Rules Using Asset Allocation to Manage Money Download Brokerage Data into Spreadsheets How to Integrate Financial Planning Software Modules to Share Data CRM and Portfolio Management Software About Efficient Frontier Portfolio Optimizers Calculating Your Investment Risk Tolerance |
© Copyright 1997 - 2018 Tools For Money, All Rights Reserved