FINANCIAL PLANNING QUESTIONNAIRE
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1 REINHART FINANCIAL GROUP PLANNING QUESTIONNAIRE FOR: FINANCIAL PLANNING QUESTIONNAIRE
2 DOCUMENTS TAX FORMS Most recent Tax return Most recent W-2 form FINANCIAL Most recent copies of any investment accounts, or any other financial assets Information regarding any investment properties you have an interest in Most recent copies of all savings / checking accounts Most recent copies of Social Security (or comparable) retirement benefits. If unavailable, please notify us and ask for guidance regarding where to find this information. Spreadsheet that details all substantial debt or liabilities, including mortgage debt o Please include interest rate and margin of interest if the debt is variable o Are the student loans private? Federal? Please note on spreadsheet OTHER / MISC Copy of your budget (best average monthly estimate, itemized if possible/applicable) Copy of employer benefits booklet that details life, health, disability, and 401k benefits If you have a will, living trust, or power of attorney please provide a copy of those documents If you are eligible to participate in an employer 401(k) or Pension Program, please provide as much detail as possible; please see examples of such below o 401(k)/403(b): Employer Matching formula Profit Sharing formula Roth availability o Pension Program: Options for timing and structure of payments Cost of Living Adjustments Medical Benefits SPECIFIC INFORMATION Income Spouse 1: $ Net Worth Total: $ Investable: $
3 QUESTIONNAIRE RETIREMENT Please specify your savings levels across all savings accounts (including 401(k), bank checking accounts, additional IRAs, investment accounts, permanent life insurance, etc) NAME OF ACCOUNT SAVINGS + FREQUENCY Please describe any short-term financial commitments that we should be aware of (0-5 years)
4 Do you expect your income to change significantly in the next 10 to 20 years? If so, please explain in detail any changes in household income. Ideally, when would you like to retire? What factors, excluding financials, might prevent you from doing so? How much spendable income do you live on now, and how much would you like to be spending (in today s dollars) in retirement? Please complete our budget worksheet if needed. Do you have a desire to pass on assets to an estate or your family? If so, what amount of money or assets, in today s dollars, would you like to leave to your heirs (total)?
5 Are you expecting to stay in your current residence upon retirement? If you plan to have multiple residences or change residences in retirement, please describe in detail. Do you have any other planned retirement income besides Social Security Benefits? (Pension, Rental Income, etc.) Please list below TYPE OF INCOME AMOUNT + FREQUENCY
6 QUESTIONNAIRE INSURANCE / LIABILITIES Please describe the life insurance currently in-force (provide documentation on any nonemployer, private policies in place) Do you have a desire to leave assets to an heir? If so, how much, and in what form (property, cash, etc) Please describe any current liabilities that you would want eliminated at your passing. Please list any supplemental (non-employer) Long Term Disability insurance or Long Term Care insurances in place. (Please provide documentation as well)
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