Financial Discovery Worksheet

We will use this worksheet in our discovery meeting to uncover areas where we can provide value and service.

First Name

Last Name

Phone

Address

Marital Status

Number of children

Preferred method of contact?

Phone

1) What is your household taxable income? What percentage of this income would you like to be saving annually (monthly)?

2) Do you save and invest systematically? If already retired, do you have excess monthly income from current sources (pension, social security benefits, rental properties)?

3) How you feel about your budget (living within your means)?

4) What are the top 2-3 priorities in your life now? What are the top 2-3 financial priorities?

5) How much money would you like to set aside in case of an emergency / do you feel like you have too much or too little cash on hand?

6) Do you know exactly what would happen to your family if you didn't wake up tomorrow (and if you became disabled tomorrow)?

7) Do you understand the risk you're taking in your investment accounts? Do you understand the risk you're taking in your real estate investments?

8) Do you want to assist in providing education for children? Do you plan on furthering your own education? What would that cost?

9) If we were to establish a new relationship, what is the most important thing you'd like to get out of it?

10) Tell us about your need(s) and situation.

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