Ntellivest

Financial guidance for financial independence

Content, resources and services to help people make smarter decisions with their money in route towards financial independence (FI). Intelligent portfolio and real estate investing. Simplified financial guidance and protections.

 Data Gathering Form

Please fill in each section of this form so that our financial review can be of utmost value. Any other relevant forms, files or documentation can be uploaded to shared Dropbox folder. Thanks in advance!

Name and age of each family member in your household
Please list your primary financial objectives, or anything you would like to gain from this experience
Please list the job title and gross (before tax) annual income amount for each job held by a member of your household
Please list the description for and gross (before tax) annual amount of any other income sources
Please enter your aggregate monthly household spending for each of the following categories Automobile
$
Bills/Utilities
$
Child Care (Day Care/Education)
$
Discretionary/Other
$
Food (Groceries/Restaurants)
$
Healthcare/Medical
$
Insurance
$
Loans/Secondary Mortgages
$
Rent/Primary Mortgage
$
Travel Entertainment
$
Please list the amount you save each year to the following types of accounts Cash/Savings Accounts
$
Investment/Retirement Accounts
$
College Savings Accounts
$
Other Accounts (crowdfunding, HSA, etc.)
$
Please list a description and market value for each of the following types of accounts/assets Cash/Savings Accounts
Investment/Retirement Accounts
Real Estate Holdings
Business Interests
Annuities
Other Assets