Fillable CHECKLIST OF HELPFUL DOCUMENTS: We prefer actual statements

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CHECKLIST OF HELPFUL DOCUMENTS: We prefer actual statements

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Financial Symmetry Inc. / 1511 Sunday Drive, Suite 300, Raleigh, NC 27607 / phone (919) 851-8200 / fax (888) 494-7878 / www.FinancialSymmetry.com
Page 1 of 3
Financial strategies for every phase of life
Investments
• 401(k)s, 403(b)s, IRAs (Roth, SEP, Rollover, SIMPLE)
• Annuities
• Brokerage accounts
• Mutual Fund accounts
• Bank accounts (checking, savings, CDs)
• Health Savings accounts (HSA)
• Education Savings (529, UTMA, Coverdell, ESAs)
Latest statements of DEBT accounts, including:
• Credit cards
• Lines of credit (including home equity,
even if no current balance)
• Mortgage
Latest EXPENSE data
• Mint, Quicken reports or personal spreadsheet
• FSI’s Expense worksheet
Latest INCOME documents
• Most recent and previous year-end paystubs
• Tax Returns (Form 1040) from last two to three years
• Social Security statement or estimate
• Pension statement or estimate
Latest ESTATE documents
• Wills
• Powers of Attorney
• Trust agreements
• Primary and contingent beneciaries on retirement accounts
Latest INSURANCE documents
• Health
• Long term care
• Disability
• Life (term, whole, etc.)
CHECKLIST OF HELPFUL DOCUMENTS: We prefer actual statements rather than
prepared summaries wherever possible. You may send us your documents a few different ways: drop
them off at our ofce, upload to our Document Vault on FSI Client Center or via postal mail.
Financial Planning: What to Bring
Latest statements of ASSET accounts including:
Real Estate
• Primary residence estate value
• Secondary residence
• Business interests
• Car loans
• Student loans
• Other debt
Financial Symmetry Inc. / 1511 Sunday Drive, Suite 300, Raleigh, NC 27607 / phone (919) 851-8200 / fax (888) 494-7878 / www.FinancialSymmetry.com
Page 2 of 3
Financial strategies for every phase of life
Financial Planning Worksheet
Date:
Client Name:
Client Name:
Email:
Email:
Birthday: Target Retirement Age: Name: Age:
Name: Age:
Name: Age:
Name: Age:
Name: Age:
Birthday: Target Retirement Age:
Phone Number:
Phone Number:
SHORT TERM GOALS: WITHIN THE NEXT 2 YEARS
Standard of Living Spending Decrease Maintain Increase
Extraordinary Spending Items
How much time do you have to dedicate to monitoring your plan’s progress?
One hour/month Several hours/month A few hours/quarter A few hours/year Unsure
Do you have a formal investment strategy?
Yes No
If yes, how would you summarize your investment strategy?
If yes, how would you describe your investment results?
Above Average Average Below Average Unsure
Approximate Value
What do you believe is a reasonable rate of
return on your investments?
Dependents
Financial Symmetry Inc. / 1511 Sunday Drive, Suite 300, Raleigh, NC 27607 / phone (919) 851-8200 / fax (888) 494-7878 / www.FinancialSymmetry.com
Page 3 of 3
Financial strategies for every phase of life
Completing this section will give us a little more direction when it comes to working on your plan and may help you decide what are truly the
most important aspects of your nancial future.
General
Improving current standard of living
Improving future standard of living
Peace of mind regarding nancial position
Changing/modifying career activities
Target retirement at age (and )
Change of residence/new home
Travel, vacation home, etc.
Family Planning
College planning for self/(grand)children
Supporting adult child/parents/other
Starting a family
Other: wedding, etc.
Estate Planning
Passing wealth to heirs
Supporting charitable causes
Other:
Priority
1 2 3 4
1=highest NotesFinancial Goals
Financial Planning Worksheet
A year from now, what will make this relationship successful, worth your time and money?
LONG TERM GOALS
Standard of Living Spending Decrease Maintain Increase
Approximate Value
Extraordinary Spending Items
IMPORTANCE TO ME
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Completed 23 April 2021

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