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    Financial Plan Checklist (Married Clients)

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    studdyForExams
    The financial planning checklist documents the individual's income, employment details including 401k contributions and balances, cash reserves, monthly expenses, current debt balances, insurance policies, and any linked financial accounts. It requests information on income, employment changes, retirement savings, cash flow, debt levels, insurance coverage, and linked accounts to assist with overall financial planning. The checklist aims to collect key financial data across multiple areas in order to develop a comprehensive financial plan for the individual.

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    Financial Plan Checklist (Married Clients)

    Uploaded by

    studdyForExams
    7 views1 page
    The financial planning checklist documents the individual's income, employment details including 401k contributions and balances, cash reserves, monthly expenses, current debt balances, insurance policies, and any linked financial accounts. It requests information on income, employment changes, retirement savings, cash flow, debt levels, insurance coverage, and linked accounts to assist with overall financial planning. The checklist aims to collect key financial data across multiple areas in order to develop a comprehensive financial plan for the individual.

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    Financial Plan Checklist (married clients)

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    Financial Plan Checklist (married clients)

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    The financial planning checklist documents the individual's income, employment details including 401k contributions and balances, cash reserves, monthly expenses, current debt balances, insurance policies, and any linked financial accounts. It requests information on income, employment changes, retirement savings, cash flow, debt levels, insurance coverage, and linked accounts to assist with overall financial planning. The checklist aims to collect key financial data across multiple areas in order to develop a comprehensive financial plan for the individual.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as docx, pdf, or txt
    7 views1 page

    Financial Plan Checklist (Married Clients)

    Uploaded by

    studdyForExams
    The financial planning checklist documents the individual's income, employment details including 401k contributions and balances, cash reserves, monthly expenses, current debt balances, insurance policies, and any linked financial accounts. It requests information on income, employment changes, retirement savings, cash flow, debt levels, insurance coverage, and linked accounts to assist with overall financial planning. The checklist aims to collect key financial data across multiple areas in order to develop a comprehensive financial plan for the individual.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as docx, pdf, or txt
    of 1

    Financial Planning Checklist

    Signed up for total view? List individual(s) income and predicted


    bonus(es)

    Employment changes?
    401k/403(b) Balance:
    -changes in income/bonuses? List individual(s) balances

    What % of pay are you


    contributing?
    Employment sponsored 401k? You may have to contact your HR department
    -what contributions are you making, % of pay? to confirm
    -do you know what the match is?
    -balance? can you give a ballpark estimate? need the info within What % is matched by your
    a day* employer?
    You may have to contact your HR department
    to confirm

    Checking and Savings account


    balances:
    This figure may be joint for planning purposes

    Estimate monthly expenses:


    [joint monthly income and subtract household
    expenses for cash flow]
    Cash reserves emergencies/opportunities
    -current cash reserves? [not counted in the plan]
    -cash flow [monthly income - expenses]
    Debt:
    -debt increase or decrease since last meeting? Mortgage? HELOC? Credit cards? Car
    -any major purchases contribute to debt increase? loans? Student loans?
    -mortgage? HELOC? credit card? Current balances

    Insurance Policies:
    Term life insurance, whole life insurance,
    employer provided

    Changes to life insurance?


    -workplace or personal insurance outside of AMPF?

    Accounts Linked
    List any accounts linked with total view at Ameriprise.com

    Annual / monthly income:

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