Financial Planning Questionnaire

If you would like us to look at your current financial situation, it would be helpful if we could get some idea of
what you have accomplished so far.  Please complete the following questionnaire and bring it to our initial meeting.

Name: _______________________

Do You Have... Client Spouse
 A Will? . .
 A Power of Attorney . .
 A Living Will? . .
 Dependent Children? . .
 Emergency Funds? . .
 Education Funds? . .
 A Pension Plan? . .
 Disability Insurance? - Personal
. .
- Work
. .
 Life Insurance? - Personal
. .
- Work
. .
 RRSP Assets? . .
 Non-Registered Assets? . .
 Mortgage Insurance? . .
 A Mortgage? . .
 Market Value of Home? . .

Have You Completed...
 Retirement Income Projections . .
 A Review of Your Pension Plan Options . .
 Retirement Planning . .
 Estate Planning . .
 Money Management . .
 Investment Planning . .
 An Income Tax Assessment . .
Investment Parameters     Client Spouse
How would you rate your risk tolerance? (1 is low - 10 is high)     
What is your expected rate of return? A) Now?
B) When Retired?
Financial Focus
What are the three major financial areas that you would like us to focus on?
1) ______________________________________________________
2) ______________________________________________________
3) ______________________________________________________