Financial Planning Questionnaire

The Financial Planning Questionnaire is a Data Gathering form. It is the first step in the financial planning process. It allows us to begin understanding your financial picture and goals.

The Financial Planning Questionnaire gathers the following:

  • Net Worth (Asset & Liability information)

  • Financial Goals

  • Income

  • Expenses

  • Savings

  • Insurance Coverage

Net Worth

Gathers information pertaining your

Assets:

  • Cash / Savings

  • Investment Accounts

  • Retirement Plans

  • Business Ownership

  • Properties

Liabilities:

  • Mortgages

  • Auto Loans

  • Personal Loans

  • Student Loans

  • Business Loans

Expenses

Gathers details regarding your current expenses and desired future expenses. A Budgeting Worksheet is included to help with this process.

Insurance

Gathers information regarding your insurance premiums, coverage, and policy terms:

  • Life Insurance

  • Health Insurance

  • Homeowner’s Insurance

  • Disability Insurance

  • Long-Term Care Insurance

Cover page of Ellis Investment Partners, LLC confidential questionnaire for comprehensive financial planning with company contact information.

Financial Goals

Gathers information pertaining to the details, time horizons, and priorities of your financial goals:

  • Retirement

  • Home Purchase

  • Education Savings

  • Debt Payoff

  • Long-Term Care

Income

Gathers your income details:

  • Salary

  • Bonuses

  • Passive (Rental, Partnership, etc.)

  • Social Security

  • Pension

  • Annuity

Savings

Gathers information regarding your projected annual savings towards the listed financial goals:

  • Emergency Fund / Cash Savings

  • Taxable Account Contributions

  • IRA Contributions

  • Retirement Plan Contributions (Employee & Employer Match)

  • Deferred Compensation (Stock Options, RSUs)