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Step 1 of 25

4%

Financial Status Overview

Full Name
Who is your advisor?(Required)

(Checking, Savings, Money Market Accounts, Stocks, Bonds, Mutual Funds)
(401K, 403b, Simple IRA, Traditional IRA, Roth IRA, Etc.)
Have You or Your Spouse Ever Filed a Federal Gift Tax Return?

Monthly Income

No need to put $ sign on each value
How many Sources of income do you have?
Place the income source below such as job, business, investment, etc.

Monthly Expenses

No need to put $ sign on each value

Liquid Assets & Real Estate Investments

Please enter the total amount
Please enter the total amount
Please enter the total amount
How many homes do you own?
Residence #1 Address


Residence #2 Address


Residence #3 Address


Residence #4 Address


Residence #5 Address

Do you have Pension & Retirement Investments?

401k, 403b, Simple IRA, Traditional IRA, Roth IRA, etc. (NOTE: Please add more if you have other pension and/or retirement investments)
How many pension & retirement investments?
Type of Plan #1
Type of Plan #2
Type of Plan #3
Type of Plan #4
Type of Plan #5

Other Investments

Non-Qualified funds (NOTE: Please add more if you have other investments)
Are there other investments? select how many

Liabilities

Bank debt, mortgage debt, money owed to suppliers (accounts payable), wages owed, taxes owed, car loans, credit cards, personal loans, student loans and others
How many Liabilities do you have?

Life Insurance Policies

How many Life Insurance Policies do you have?

Insurance Policy #1



Insurance Policy #2



Insurance Policy #3



Insurance Policy #4

Business Interests

How many Business Interest do you own?

Business Interest #1

Max. file size: 512 MB.


Business Interest #2

Max. file size: 512 MB.


Business Interest #3

Max. file size: 512 MB.


Business Interest #4

Max. file size: 512 MB.
Are you currently taking social security benefits?
If not, when do you plan to take them and what are the assumed payments?

Pension Benefits

Do you have a pension?
Spousal Pension?
Can you take a lump sum benefit?
Single Life monthly payment
Joint and Survivor Benefit

Monthly Budget

** The following fields are OPTIONAL and can be skipped by clicking NEXT

Monthly Housing Budget

Monthly Food Budget

Monthly Healthcare Budget

Monthly Vehicle Budget

Monthly Utilities Budget

Monthly Children/Grandchildren Budget

Monthly Giving Budget

Others - Monthly Budget

Monthly Debt Payment Budget

Monthly Entertainment Budget

Wealth management accounting
  • About Us
    • Our Team
    • Trusted Resources
  • Our Services
    • Tax Planning
    • Asset Protection
    • Investment Management
    • Estate Planning
    • IRA Rescue
    • Medicaid Spend Down
    • Charitable Giving
    • Survivor Assistance
    • IRS Rescue
  • Who We Serve
    • Small Businesses
    • Individuals & Families
    • Financial Advisors
    • CPAs
    • Attorneys
  • Schedule Free Meeting
    • Privacy Policy

10425 Oak Valley Road
Fort Wayne, IN 46845

(260) 624-0490

office@wmateam.org

© 2022 Wealth Management Accounting.

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