FINANCIAL PLAN
PERSONAL INFORMATION
Personal Information
Single
Married
Separated
Divorced
Widowed
Employment Status
*
Employed
Self Employed
Owner of Incorporated Business
Retired
Other
YOUR SITUATION
Do you have any of the following Financial Planning Tools
YOUR TWO BIGGEST WISHES
Your No. 1 Greatest Wish
The Wish. Time Horizon. Considerations
Your No. 2 Greatest Wish
YOUR GOALS
Please identify the goals that are most important to you.
YOUR BIGGEST CONCERN
What is the one concern most likely to keep you awake at night?
YOUR ADVISORS
Do you use the services of any of the following advisors?
Lawyer
Accountant
ACTION PLAN
Build a Budget
Setup a Personal Budget by this Date
EXECUTE THE PLAN
Choose your prefered steps to execute your Plan
Open and Fund my Savings Account
Setup an Emergency Fund - 3 Months Net Income
Apportion % of Savings to Asset Classes
Consider purchasing my first Insurance Cover - Life or Health
Nominate someone you believe can help you keep on track with your Goals
It could be your spouse, advisor, relative etc
Please rate your experience 1-2 Fair, 3 Good, 4-5 Excellent
1
2
3
4
5
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