Step 1 of 9 11% “Someone’s sitting in the shade today because someone planted a tree a long time ago.” — Warren Buffett, investor The information you are providing is necessary, and it is one of the first steps to creating a unique plan that strives to attain your goals, on your timeline. It is important to complete all the details outlined on this document.This information, in addition to our conversations, provides the foundation for your personalized financial plan. You probably already know that allowing flexibility along the path of life is important in all things you plan for. For that reason, we will work closely in partnership, respecting the ebbs and flows of your life as we monitor account performance while maintaining focus on your long-term vision. This field is hidden when viewing the formAdvisorPersonal InformationFirst NameLast NameEmail Address Date of Birth Month Day Year Annual IncomeInclude Partner Information? Yes Partner's InformationPartner First Name(Required)Partner Last Name(Required)Partner Date of Birth(Required) Month Day Year Partner Annual Income(Required) Retirement Age GoalsRetirement AgeIdealAcceptablePartner Retirement Age If ApplicableIdealAcceptableMonthly, after tax, spending once retired: IdealAcceptableNotes for Retirement TimelinePlease add any additional information about your timeline for retirement that you would like us to be aware of. Optional Other Goals (i.e., weddings, education, travel)DescriptionEstimated AmountWhenOther Goals DescriptionOther Goal AmountOther Goal Date Month Day Year Other Goal Description 2Other Goal Amount 2Other Goal Date 2 Month Day Year Other Goal Description 3Other Goal Amount 3Other Goal Date 3 Month Day Year Other Goal Description 4Other Goal Amount 4Other Goal Date 4 Month Day Year Total Other GoalsOther Goal InformationPlease add any additional information about your goals that you would like to inform us of. Optional Other Income (Social security, pension, rental property, etc.)DescriptionAnnual AmountOther Income DescriptionOther Income AmountOther Income Description 2Other Income Amount 2Other Income Description 3Other Income Amount 3Other Income Description 4Other Income amount 4Total Other IncomeOther Income InformationPlease add any additional information about any other income that you would like to inform us of. Optional Financial Assets (IRA’s, 401k, checking, savings)DescriptionCurrent ValueFinancial Assets 401kFinancial Assets AmountFinancial Assets IRA'sFinancial Assets Amount 2Financial Assets CheckingFinancial Assets Amount 3Financial Assets SavingsFinancial Assets amount 4Financial Assets Description OtherFinancial Assets amount 5Financial Assets Description OtherFinancial Assets amount 6Financial AssetsOther Financial Asset InformationPlease add any additional information any other financial assets that you would like to inform us of. Optional Insurance Policies (Life, long-term care, etc.)DescriptionInsuredBenefit AmountInsurance DescriptionInsurance InsuredInsurance Death BenefitInsurance DescriptionInsurance Insured 2Insurance Death Benefit 2Insurance InsuredInsurance Insured 3Insurance Death Benefit 3Insurance InsuredInsurance Insured 4Insurance Death Benefit 4Total BenefitsOther Benefit InformationPlease add any additional information about any other benefits that you would like to inform us of. Optional Assets (Home, property, business assets, vehicles, etc.)DescriptionCurrent ValueAssets DescriptionAssets AmountAssets Description 2Assets Amount 2Assets Description 3Assets Amount 3Assets Description 4Assets Amount 4Total AssetsOther Asset InformationPlease add any additional information any other assets that you would like to inform us of. Optional Liabilities (Debts, mortgages, loans, etc.)DescriptionAmount OwedLiabilities DescriptionLiabilities AmountLiabilities Description 2Liabilities Amount 2Liabilities Description 3Liabilities Amount 3Liabilities Description 4Liabilities Amount 4Total LiabilitiesOther Liability InformationPlease add any additional information any other liabilities that you would like to inform us of. Optional Additional InformationPlease add any details or information you would like us to know for the meeting. Optional