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Personal Financial Planning Questionnaire

Please fill out this questionnaire as accurately and completely as possible. You may estimate or make rough guesses where necessary; if you do so, please identify these answers clearly by putting a question mark next to your response.

Part I • Personal and Family Information

Prior Marriages

Have you been married previously?
Has your spouse been married previously?

Children

Children
Name
Age
Dependent? (Yes or No)
 
List each child's name and age, and whether they are your dependent. Use the plus button to add rows.

Grandchildren

Other Dependents and Family Health

Does anyone other than your children depend financially on you or your spouse?
Do any members of your family have significant health problems?

Advisers

Current Employment

Are you or your spouse engaged in any professional activities, paid or unpaid, outside of your main employment (e.g., moonlighting, board memberships, volunteer work, professional association memberships, etc.)?

Part II • Financial Planning Goals and Objectives

Please list your specific financial planning goals and indicate their relative importance to you and your spouse.
Goal a: importance to you
Goal a: importance to spouse
Goal b: importance to you
Goal b: importance to spouse
Goal c: importance to you
Goal c: importance to spouse
Goal d: importance to you
Goal d: importance to spouse