IS IT TIME TO UPDATE YOUR FINANCIAL PLAN?
Life is a series of transitions—natural and unexpected life events like retirement, the sale of a business, mid-life marriage, mid-life divorce, career change, among others. Does your financial plan include these transitions?
Begin Evalutation
 
First Name *

 
Last Name *

 
Phone Number

 
What transitions are you having in your personal life?


 
Have you reached one of these age-based transitions? (Ages 50+)


 
Any Additional comments about transitions in your personal life:

 
What transitions are you having in your business or career?


 
Any Additional comments about transitions in your business or career?

 
Have you met the following financial planning goals?


 
Have you met these retirement goals?

Choose all that apply to you.

 
Any Additional comments about your financial planning goals and activities?

 
Investments

Do you want to determine if your portfolio is properly structured? Choose all that apply to you.

 
Any Additional comments about investments?

 
Are you interested in debt and cash management?

Choose all that apply to you.

 
Any Additional comments about cash and debt management?

 
Tax Planning

Do you need tax planning or tax review due to a transition? Choose all that apply to you below.

 
Tax Planning Continued...

Please choose all that apply to you.

 
Any Additional comments about tax planning?

 
Are you interested in help with any of the following health planning areas?

Please choose all that apply.

 
Any Additional comments about health planning?

 
Are you interested in help with insurance planning?

Do you need an insurance review due to a transition? Please choose all transitions that apply.

 
Gap Analysis

Do you need to identify any gaps in insurance coverage, or do transitions in your life or business impact your current insurance need.
     
 
Estate Planning

Do you need to create, update, or review your estate plan in order to maintain family harmony, ensure assets pass as intended, and minimize taxes?
     
 
Estate Planning Continued...

Documents –  Do you need to create, update, or review your estate documents to ensure they match your estate plan? Please choose all that apply.

 
Any Additional comments about estate planning?

 
{{answer_27700527}}, thanks for filling out our financial planning checklist!

An FAI team member will be reaching out shortly.

In the meantime, if you want to discuss these transitions and update your Financial Plan, you can contact Mark Stinson at FAI Wealth Management:

mstinson@investFAI.com or 410-715-9200
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