This form is
only
for the financial adviser to use.
If you are not the financial adviser, do not use this form.
PRIOR TO MEETING: CLIENT SUMMARY
First Name:
--
Top financial goal:
Top financial goal detail:
All financial goals:
Age range:
List of financial accounts:
Household income:
Household savings:
Details on saved assets:
Government benefits received:
-
Household members:
Age of household dependents:
Relationship status:
-
Types of debt:
Type of debt to pay off first:
Higher-interest debt:
Lower-interest debt:
Debt details:
-
1st To Do:
2nd To Do:
3rd To Do:
Bonus To Do (optional):
Answer to "Which challenges would you like to work on with your adviser? Choose as many as you'd like to complete over the next 12 months.":
