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 your personalized 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 MONTHLY household expenditures for each of the following categories Automobile
Child Care (Day Care/Education)
Food (Groceries/Restaurants)
Loans/Secondary Mortgages
Rent/Primary Mortgage
Please list a description for and ANNUAL amount saved 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 current market value for each of the following types of accounts/assets Cash/Savings Accounts
Investment/Retirement Accounts
Real Estate Holdings
Business Interests
Other Assets
Please list a description, interest rate, and outstanding balance owed for each of the following types of liabilities Credit Cards
Other Debt
Please list a description, ANNUAL payment amount, expiration date (if applicable), death benefit, and cash value (if applicable) for each of the following types of life insurance Term/Group Life
Whole/Universal Life