Client Profile
John and Mary Smith have a comprehensive client profile detailing various aspects of their financial and personal lives. The profile includes their investment assets, sources of income, and detailed information on their debts.
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Client Profile Prepared for JOHN and MARY SMITH * Last Revised August 10, 2012 CLIENT'S "TO DO" LISTS Health Insurance, Medicare Life Insurance DI and/or LTCI Home, Auto, Liability Insurance Personal Budget Interests, Hobbies, Activities Lifetime Goals Goals to Achieve in Future Education / Enlightenment Altruistic Goals Travel Family & Friends Other Goals Achieved Travel Already Undertaken Value of Money Mary: "Security," "Feeling Safe," "Not Having to Worry," "Able to Provide for Family" (Daughter, Grandchildren) John: "Freedom," Ability to "Do Things" Contact Info MEETING AGENDAS and MINUTES ADVISOR'S "TO DO" LISTS Sources of Income Investment Assets Debts Personal Use Assets Current Advisors Private Attorney (Estate Planning) CPA (Personal) Financial Advisor How Do You Like to Be Contacted? Who is Important to You? Pets Mary's Family John's Family Children and Grandchildren Personal History
