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Financial Planning Form

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Thank you for your interest in financial planning!

We are looking forward to working with you through financial planning! Please fill out this form to the best of your knowledge to get the process started. After you submit your response, we will be in touch with next steps. Thank you!
1. Name(Required)
MM slash DD slash YYYY
3. Spouse's name
If you are not married, then leave blank.
MM slash DD slash YYYY
5. Your Email Address(Required)

Income Information

Enter $0 if not applicable.
W2, 1099, Self employed, etc.
Enter $0 if not applicable.
W2, 1099, self employed, etc.
10. Do you have additional sources of income?(Required)
This includes any income not already accounted for.
11. Please list additional sources of income
Source of Income
Yearly Amount
Source (W2, 1099, self employed, etc.)
 

Expense Information

Please enter a monthly value.
13. Do you have any other loans?(Required)
14. Please list any additional loans
Loan Name
Loan Balance
Monthly Payment
 
Please give your best estimate.
16. Expense type(Required)

Real Estate Assets

Please provide your best estimate. You can use Zillow.com if you do not know the value of your home. If you are renting or this question is not applicable, enter $0.
If you own your house outright, enter $0.
19. Do you own additional real estate?(Required)
20. Please list additional real estate here
Name
Estimated Value
Remaining Loan Value
 
Please give your best estimate for the value of the real estate. You can use Zillow.com if you do not know the value of your real estate. If you own the real estate outright, then enter $0 for "Remaining Loan Value."

Accounts Information

21. Please list all accounts you own.(Required)
Account Name
Account Value
Monthly Savings
 
This should include any checking/savings, 529, traditional IRA, roth IRA, 401K, 403B, HSA, money market, high yield savings, or other investment accounts. If no savings are made to an account, please enter $0 in the "Monthly Savings" column.
Drop files here or
Max. file size: 8 MB.
    If you do not have immediate access to your statements, leave this blank and fill out the rest of the form. You can email your statements to your financial advisor.

    Insurance Information

    23. Please list all Insurance policies you own.(Required)
    Insurance Type
    Death Benefit
    Monthly Premium
    Policy Ending Date
     
    This should include life insurance, disability insurance, and long term care insurance. Do not include car insurance or home insurance. If death benefit is not applicable, then enter $0.

    Retirement Information

    24. Please list any known income in retirement.(Required)
    Name of Income
    Yearly Income Estimate
    Beginning Age
     
    This includes pensions, defined benefit plans, social security, etc. If you do not have any, or do not know, enter $0.

    Tax Information

    If you have no children, enter 0.
    27. Do you itemize your deductions?(Required)
    If you do not know, then enter $0.
    29. Do you own a business(Required)
    If you do not know, then enter $0.

    Other

    If you do not have any questions, then leave this field blank.

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    This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

    Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC.

    The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.  Vision Financial Advisory Corp, Vision Tax Planning and LPL Financial are separate entities.

    See form CRS linked here.

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