Client Profile Meeting Step 1 of 13 7% Primary Client InformationFirst NameMiddle NameLast NameBirthdateCurrent AgeLongevity AgeCell PhoneHome PhoneWork PhoneEmail Address Appointment Address Home Address CityStateZip Co-Client InformationCo-Client First NameCo-Client Middle NameCo-Client Last NameCo-Client BirthdateCo-Client AgeCo-Client Longevity AgeCo-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 CheckingBank SavingsBank CDBank MMFCredit Card 1Credit Card 2Investment 1Account Type 1Investment 2Account Type 2Investment 3Account Type 3Investment 4Account Type 4 Properties - HomeHome - AddressHome - CityHome - StateHome - ZipHome - Current ValueHome - Purchase PriceHome - Annual Property TaxHome - Annual InsuranceHome - Loan TypeHome - Interest RateHome - Original AmountHome - Origination YearHome - Monthly PaymentHome - Loan TermHome - BalanceHome - 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 PriceInvestment Property 1 - Current ValueInvestment Property 1 - Annual AppreciationInvestment Property 1 - Annual Property TaxInvestment Property 1 - Annual InsuranceInvestment Property 1 - Monthly Rent IncomeInvestment Property 1 - Vacancy RateInvestment Property 1 - Annual Rent Increase %Investment Property 1 - Accumulated DepreciationInvestment Property 1 - Monthly MaintenanceInvestment Property 1 - Passive LossInvestment Property 1 - Total Tax BasisInvestment Property 1 - Annual DepreciationAdd 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 PriceInvestment Property 2 - Current ValueInvestment Property 2 - Annual ApprectiationInvestment Property 2 - Annual Property TaxInvestment Property 2 - Annual InsuranceInvestment Property 2 - Monthly Rent IncomeInvestment Property 2 - Vacancy Rate %/YrInvestment Property 2 - Annual Rent Increase %Investment Property 2 - Accumulated DepreciationInvestment Property 2 - Monthly MaintenanceInvestment Property 2 - Passive LossInvestment Property 2 - Total Tax BasisInvestment Property 2 - Annual Depreciation OtherOther Loan 1Other Loan 2Client Term InsuranceCo-Client Term InsuranceWhole Life InsuranceIUL Insurance GoalsRetirement Age ClientRetirement Age Co-ClientRetirement ExpensesCollegeWeddingsVacationsRelocationLegacy Car 1AmountYearAnother Car 1Add another carFinished with cars informationCar 2AmountYearAnother Car 2Add another carFinished with cars informationCar 3AmountYearAnother Car 3Add another carFinished with cars informationCar 4AmountYear IncomeSalary ClientSalary Co-ClientPension ClientPension Co-ClientSocial Security ClientSocial Security Co-ClientAnnuity ClientAnnuity Co-ClientRoyalty Income ClientRoyalty Income Co-ClientInheritance ClientInheritance Co-ClientChild Support ClientChild Support Co-ClientAlimony ClientAlimony Co-ClientDistribution ClientDistribution Co-ClientOther Income ClientOther Income Co-Client Savings401K Client401K Co-ClientSEP IRA ClientSEP IRA Co-ClientTraditional IRA ClientTraditional IRA Co-ClientRoth IRA ClientRoth IRA Co-ClientSimple IRA ClientSimple IRA Co-ClientHSA ClientHSA Co-ClientCash Balance PensionDeferred Compensation529 CoverdaleTax DeferredTax Free ExpensesPre-Retirement Living ExpensesTax Filling StatusMedical Insurance ClientMedical Insurance Co-ClientCharitable GivingAlimonyOther Expenses
