A Financial planning form is used to gather finance related information. This information is then analyzed to plan the finances of a person to manage investment, tax, education, estate and retirement issues. This type of form helps to make financial planning in a better way.
Sample Financial Planning template
Please enter your personal details.
Name: ________________________________________________________
Address: ______________________________________________________
Date of birth: _______________ Phone number: ______________________
Employer: _________________ Title: ______________________________
Please enter details of your spouse.
Name of spouse: ________________________________________________
Date of birth: _______________ Phone number: ______________________
Employer: _________________ Title: ______________________________
Date: _____________________
Please mention the worth of your following assets:
Q1. Cash
Q2. Bank accounts
Q3. Short term savings
Q4. Bonds
Q5. Stocks
Q6. Precious metals
Q7. Residence
Q8. Vehicle
Q9. Real estate
Q10. Registered retirement saving plan
Q11.If any other, then please specify ________________________
Q12.Please state all your liabilities: ___________________
Q1. Personal line of credit
Q2. Mortgage on personal residence or investment properties
Q3. Non- deductible debt
Net worth: Assets – Liabilities=