Confidential Pre-Meeting Profile

Client Name *

How did you find out about us? *

Do you have a meeting scheduled yet? *

If not, please click the link below and schedule a meeting:

https://www.franklin-wealth.com/free-consultation/

Address *

Client Date of Birth * +

Cell Phone Number *

Email address *

Spouse Name

Spouse Date of Birth +

Spouse Email

Children Names & Date of Birth

Save & Return

Use an account to return to saved work.

Client Income *

Spouse Income

Client Social Security amounts- @67 (or what you are currently receiving - please take values from your SS statement which can be found on ssa.gov) *

Spousal Social Security amounts- @67 (or what you are currently receiving - please take values from your SS statement which can be found on ssa.gov)

Please list any current or expected retirement expenses. *

Please provide any pension details, if applicable

Which CPA firm do you use for tax preparation?

Please upload a pdf copy of your latest tax return (Form 1040)

When was your estate plan last reviewed and/or updated?

Save & Return

Use an account to return to saved work.

Please list Real Estate Property & Value

Please list any Mortgage balance, start date, #years, interest rate, and payment (principal and interest only - do not include escrow)

Please list other debts, #years, interest rate and payment (Home Equity, Student Loan, Credit Card, Car loan, etc)

Please provide bank account values

Please provide 401k details for Client and Spouse: Current Value, deferral rate, company match rate

Please upload Client and Spouse 401k Statement

Please provide details about Client and Spouse IRA or Roth IRA accounts - all other retirement accounts - registration/current value/institution

Please upload all client and spouse IRA/Roth IRA statements

Non-Retirement Accounts - please provide current value, registration info (TOD, JOINT, Trust, etc) and institution where money is presently held

Please upload all Non-Retirement Account Statements

Life Insurance - Please provide Client and Spouse details: Death Benefit, individual or group, Term Remaining, Cash Value, Premium, Insured, Beneficiary

Do you own any Disability or Long Term Care Insurance? If so, please provide details

Please provide us with a current estimate of your cost of living

Save & Return

Use an account to return to saved work.

What is your biggest obstacle in reaching your financial goals? *

What is your goal for our meeting? *

Are you working with another advisor presently? If so, why are you looking to make a change?

Short Term, Intermediate Term, and Long Term Goals?

If you could develop or improve your finances in only one area, which would that be? *

What do you place the most importance when working with a financial professional?

What is the best financial decision you've ever made?

Please list your attorney's name and firm, if applicable

Please list any insurance you have and with what company

Click here for our WealthFit® Process