Financial Outlook

Yes  No	I know what I want to accomplish financially
Yes No	My spouse clearly understands our financial situation
Yes No	My spouse actively participates in our financial affairs
Yes No	I am good at managing my income and expenses
Yes No	I have my financial objectives written on paper
Yes No	I maintain a list of all my current assets and liabilities
Yes No	I systematically save and accumulate money for investment
Yes No	I am currently saving enough to meet my financial objectives
Yes No	I am comfortable with the amount of risk I am taking with my current investments
Yes No	I am satisfied with the returns on my investments
Yes No	I clearly understand all my investments, goals, and finances
Yes No	I clearly understand how my investments impact my tax liability
Yes No	I would like assistance in organizing my financial planning

Retirement Planning

Yes No	I have projected my retirement income needs and sources
Yes No	I am currently saving enough to meet my retirement needs
Yes No	I participate in a retirement plan through my employer
Yes No	My spouse participates in a retirement plan through their employer
Yes No	I have retirement savings outside my employer's plan
Yes No	My spouse has retirement savings outside of their employer's plan
Yes No	I understand the terms tax deferral, tax deduction and compounded growth
Yes No	I maximize contributions to all my retirement accounts
Yes No	I understand the effects of taxes and inflation on my savings and retirement income
Yes No	I have a specific distribution strategy for my retirement funds
Yes No	I would like assistance in organizing my retirement plans

Estate Organization

Yes No	I am well informed about estate planning
Yes No	My spouse understands our estate plans
Yes No	I have a current, valid will or trust in my files
Yes No	My spouse has a current, valid will or trust in their files
Yes No	I have appointed a guardian for my minor children
Yes No	I have a specific plan for distribution of my assets
Yes No	My beneficiary designations are up to date
Yes No	My powers of attorney are consistent with my will and/or trust
Yes No	I have a list of all important documents and their locations
Yes No	I have named an executor, who is familiar with the contents and location of my will/trust and other important papers.
Yes No	I understand the terms "estate" and Inheritance Tax" and how they affect my estate planning.
Yes No	I fully understand the effects a premature death will have on my retirement plan assets and family lifestyle.
Yes No	I know exactly what my heirs will receive from my estate
Yes No	I would like assistance in organizing my estate plans.

Insurance Planning

Yes No	I own and understand my current life insurance policy
Yes No	My spouse owns and understands his/her current life insurance policy
Yes No	I review my insurance policy needs regularly
Yes No	I understand Social Security Death Benefits
Yes No	I am familiar with the uses of life insurance plans beyond the death benefit
Yes No	I am satisfied my current insurance agent(s) explains things clearly
Yes No	I have minimized my insurance costs through long-term planning
Yes No	I would like assistance with my life insurance planning

In the next year, I plan to: (check all that apply)

Personal Priorities: (check all that apply)