Client Profile Meeting Step 1 of 13 7% Primary Client InformationFirst NameMiddle NameLast NameBirthdateCurrent AgeLongevity AgeCell PhoneHome PhoneWork PhoneEmail Address Appointment Address Street Address City State / Province / Region ZIP / Postal Code CountryAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country Home Address Street Address City State / Province / Region ZIP / Postal Code CountryAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country CityStateZip Co-Client InformationCo-Client First NameCo-Client Middle NameCo-Client Last NameCo-Client BirthdateCo-Client AgeCo-Client Longevity AgeCo-Client CellCo-Client Cell Child 1Child 1 First NameChild 1 Last NameChild 1 BirthdateChild 1 GenderMaleFemaleAdd Another Child 1Add Another ChildFinished with family informationChild 2Child 2 First NameChild 2 Last NameChild 2 BirthdateChild 2 GenderMaleFemaleAdd Another Child 2Add Another ChildFinished with family informationChild 3Child 3 First NameChild 3 Last NameChild 3 BirthdateChild 3 GenderMaleFemaleAdd Another Child 3Add Another ChildFinished with family informationChild 4Child 4 First NameChild 4 Last NameChild 4 BirthdateChild 4 GenderMaleFemaleAdd Another Child 4Add Another ChildFinished with family informationChild 5Child 5 First NameChild 5 Last NameChild 5 BirthdateChild 5 GenderMaleFemaleAdd Another Child 5Add Another ChildFinished with family informationChild 6Child 6 First NameChild 6 Last NameChild 6 BirthdateChild 6 GenderMaleFemale Net WorthBank Checking Bank Checking*Bank Savings Bank Savings*Bank CD*Bank CD*Bank MMF Bank MMF*Credit Card 1*Credit Card 1*Credit Card 2*Credit Card 2*Account Type 1Investment 1*Account Type 2Investment 2*Account Type 3Investment 3*Account Type 4Investment 4* Properties - HomeHome - AddressHome - CityHome - StateHome - ZipHome - Current Value*Home - Purchase Price*Home - Annual Property Tax*Home - Annual Insurance*Home - Loan TypeHome - Interest Rate*Home - Original Amount*Home - Origination YearHome - Monthly Payment*Home - Loan TermHome - Balance*Home - Early PayoffEarly Payoff - YesEarly Payoff - No Properties - Vacation HomeVacation - AddressVacation - CityVacation - StateVacation - ZipVacation - Current ValueVacation - Purchase PriceVacation - Annual Property TaxVacation - Annual InsuranceVacation - Loan TypeVacation - Interest RateVacation - Original AmountVacation - Origination YearVacation - Monthly PaymentVacation - Loan TermVacation - BalanceVacation - Early PayoffEarly Payoff - YesEarly Payoff - No Properties - Investment PropertyInvestment Property 1 - AddressInvestment Property 1 - CityInvestment Property 1 - StateInvestment Property 1 - ZipInvestment Property 1 - Purchase YearInvestment Property 1 - Purchase Price*Investment Property 1 - Current Value*Investment Property 1 - Annual Apprectiation*Investment Property 1 - Annual Property Tax*Investment Property 1 - Annual Insurance*Investment Property 1 - Monthly Rent Income*Investment Property 1 - Vacancy Rate %/Yr*Investment Property 1 - Annual Rent Increase %*Investment Property 1 - Accumulated Depreciation*Investment Property 1 - Monthly Maintenance*Investment Property 1 - Passive Loss*Investment Property 1 - Total Tax Basis*Investment Property 1 - Annual Depreciation*Add Another Investment PropertyAdd another investment propertyFinished with investment propertiesProperties - Investment Property 2Investment Property 2 - AddressInvestment Property 2 - CityInvestment Property 2 - StateInvestment Property 2 - ZipInvestment Property 2 - Purchase YearInvestment Property 2 - Purchase Price*Investment Property 2 - Current Value*Investment Property 2 - Annual Apprectiation*Investment Property 2 - Annual Property Tax*Investment Property 2 - Annual Insurance*Investment Property 2 - Monthly Rent Income*Investment Property 2 - Vacancy Rate %/Yr*Investment Property 2 - Annual Rent Increase %*Investment Property 2 - Accumulated Depreciation*Investment Property 2 - Monthly Maintenance*Investment Property 2 - Passive Loss*Investment Property 2 - Total Tax Basis*Investment Property 2 - Annual Depreciation* OtherOther Loan 1*Other Loan 2*Client Term Insurance*Co-Client Term Insurance*Whole Life Insurance*IUL Insurance* GoalsRetirement Age ClientRetirement Age Co-ClientRetirement Expenses*College*Weddings*Vacations*Relocation*Legacy* Car 1Amount*YearAnother Car 1Add another carFinished with cars informationCar 2Amount*YearAnother Car 2Add another carFinished with cars informationCar 3Amount*YearAnother Car 3Add another carFinished with cars informationCar 4Amount*Year IncomeSalary Client*Salary Co-Client*Pension Client*Pension Co-Client*Social Security Client*Social Security Co-Client*Annuity Client*Annuity Co-Client*Royalty Income*Royalty Income Co-Client*Child Support Client*Child Support Co-Client*Alimony Client*Alimony Co-Client*Distribution Client*Distribution Co-Client*Other Income Client*Other Income Co-Client* Savings401K Client*401K Co-Client*SEP IRA Client*SEP IRA Co-Client*Traditional IRA Client*Traditional IRA Co-Client*Roth IRA Client*Roth IRA Co-Client*Simple IRA Client*Simple IRA Co-Client*HSA Client*HSA Co-Client*Cash Balance Pension*Deferred Compensation*529 Coverdale*Tax Deferred*Tax Free* ExpensesPre-Retirement Living Expenses*Tax Filling Status*Medical Insurance Client*Medical Insurance Co-Client*Charitable Giving*Alimony*Other Expenses*
