Client Profile

Più simili a questo

The 4-Hour Workweek - Step 1: Definition

da Anthony Johnson

The Great Recession Mind Map (period 2)

da Kris Bunce

What is a Health Advocate

da David Sandhu

Types Of Love In Twelfth Night

da Luca Marsico

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