Financial Planning Discovery Form – Vision Financial, PC

Thank you for your interest in financial planning!

Please fill out this form in preparation for the first of two financial planning meetings! This form helps us understand what matters to you... and where to grow!

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Please rank the following from highest priority to low priority:

Maintaining a monthly budget*

Establishing emergency reserves*

Managing spending habits*

Managing debt payments*

Establishing saving habits*

Decreasing volatility in investments*

Maximizing investment returns*

Diversifying investments*

Protecting capital in investments*

Generating income from investments*

Investing in companies that philosophically align with my values*

Understanding the investment strategies being used in my situation*

Increasing anticipated retirement income*

Retiring as early as possible*

Increasing lifestyle in retirement from current lifestyle*

Understanding when to take social security income*

Taking advantage of tax reduction strategies*

Lowering my tax burden in retirement*

Knowing when to sell a highly appreciated asset*

Taking advantage of tax savings strategies for charitable giving*

Preparing for a large expense such as car, wedding, etc.*

Purchasing a new or second home*

Going on vacations*

Preparing for college expenses for children*

Increasing or changing life insurance coverage*

Increasing or changing disability insurance*

Establishing estate plans such as wills, power of attorneys, trusts, etc.*

Ensuring proper disposition of assets at death*

Providing a legacy for children or family*

Distributing assets at death to charity*

Please rank the following from highly satisfied to not satisfied:

Current expenses*

Current income*

Savings habits*

Current debt payments*

Liquidity and amount of emergency reserves*

Retirement account investment allocation*

Non-retirement account savings amount*

Non-retirement account savings allocation*

Investment strategies being employed*

Retirement account amounts*

Projected level of retirement income*

Current plan for when to take social security income*

Projected age of retirement*

Taking advantage of tax reduction strategies*

Projected taxes in retirement*

Current plan for selling highly appreciated assets*

Current plan for large expenses such as cars, weddings, etc.*

Ability to purchase new or second home*

Current level of vacations*

Preparedness for kids going to college*

Current life insurance coverage*

Current disability coverage*

Current estate plans*

Current plan for disposition of assets at death*

Anticipated legacy left after death*

Please list any questions you would like answered during the financial planning process.*

What are you hoping to accomplish through financial planning?*