Financial Life Inspection – Basic Account Info Your Personal Financial Summary Please take a few minutes to complete the information below. Full Name* Spouse Full Name Dependent Children*No123456+Dependent Age(s) #1 Select your PRIMARY NEED from the following options:* Create steady income for retirement Pay down/pay off debt Reduce taxes (income, capital gains) Protect against unexpected hardships Pay for children's education Maximize the value of my business Support charitable causes Travel and pursue new interests Home improvement projects Leave a legacy of assets to family Pay for children's weddings Other (see notes at end) #2 Select your MAIN WANT among the following options:* Create steady income for retirement Pay down/pay off debt Reduce taxes (income, capital gains) Protect against unexpected hardships Pay for children's education Maximize the value of my business Support charitable causes Travel and pursue new interests Home improvement projects Leave a legacy of assets to family Pay for children's weddings Other (see notes at end) #3 Select your TOP WISH from the following options:* Create steady income for retirement Pay down/pay off debt Reduce taxes (income, capital gains) Protect against unexpected hardships Pay for children's education Maximize the value of my business Support charitable causes Travel and pursue new interests Home improvement projects Leave a legacy of assets to family Pay for children's weddings Other (see notes at end) Retire Age Goal GOAL NOTES Hobbies and Interests* Assets / LiabilitiesPrimary Home Value*Home Mortgage*Other Real Estate Value*Other Mortgage*Business Ownership Value*Checking Account Value*401k/403b/457b Account Value*IRA Value*Brokerage/Other Account Value(s)*Annuity Value*Life Insurance Death Benefit*Total Non-Mortgage Debt Balance*Cash FlowPersonal Monthly Pre-Tax Income*Estimated Monthly Savings*Estimated Monthly Spending*What else would you like us to know about you?