Client Profile Prepared for JOHN and MARY SMITH * Last Revised August 10, 2012
Personal History
Who is Important to You?
Children and Grandchildren
John's Family
Mary's Family
Pets
How Do You Like to Be Contacted?
Current Advisors
Financial Advisor
CPA (Personal)
Private Attorney (Estate Planning)
Personal Use Assets
Debts
Investment Assets
Sources of Income
ADVISOR'S "TO DO" LISTS
MEETING AGENDAS and MINUTES
Contact Info
Value of Money
John: "Freedom," Ability to "Do Things"
Mary: "Security," "Feeling Safe," "Not Having to Worry," "Able to Provide for Family" (Daughter, Grandchildren)
Lifetime Goals
Travel Already Undertaken
Other Goals Achieved
Goals to Achieve in Future
Family & Friends
Travel
Altruistic Goals
Education / Enlightenment