Get Started FinPlan

Let's get to know you

What's your employment status?

How do you primarily spend your money?

Choose all that apply.

Credit Card Debit Card Cash All

Do you set aside savings every month?

YesNoSometimes

Do you have an emergency fund?

YesNoNot sure

Do you pay your bills on time every month?

YesNoSometimes

Do you have any debt?

YesNo

Let's take a look at your future plans

Are you contributing to a retirement account?

YesNo

Do you constantly invest?

YesNo

Have you planned for future expenses?

For example, for buying a home or having a child, have you identified the amount of money needed and over what timeframe?

YesNoI have a rough idea

Do you feel you have money left over at the end of the month?

YesNoSometimes

What are some of your primary goals?

Choose all that apply. If others let us know in the field below.

Travel Financial Independence Buy a House Retire one day Pay off debt New Car

Anything else you want us to know? Let us know here.

Optional

Please fill all required (*) fields before submitting.

Thank you! We'll be in touch soon.

You will receive an email with your confirmation and meeting details shortly.

Please fill all the fields before submitting.

Let's talk finances

What's your relationship status?*

Is this financial plan only for you or for you and your partner?*

Just for me For both of us

Partner

What is your annual household income?*

(before any deductions. Be sure to include bonus, commissions...)

How often do you get paid?*

WeeklyBi-WeeklyOnce a MonthSemi-monthly (15th-30th)Other

Other:

Enter your debt information:

If there is something you're not sure about, leave it blank. Please enter the name of the creditor i.e. AMEX, Chase, Capital One, Bank of America, etc.

Debt Item

Minimum Per Month

Due date

Amount Owed

Interest Rate

Time left

+ add row

Enter your recurring expenses:

If an expense is not listed, please add it with its appropriate name.

Recurring Item

Per Month

Due date

+ add row

Enter your lifestyle expenses:

If an expense is not listed, please add it with its appropriate name.

Recurring Item

Per Month

+ add row

After tax income:

Item

Income

+ add row

Your assets:

Assets

Balance/Value

Interest Rate

+ add row

What is your partner's annual household income?*

(before any deductions. Be sure to include bonus, commissions...)

How often does your partner get paid?*

WeeklyBi-WeeklyOnce a MonthSemi-monthly (15th-30th)Other

Other:

Enter partner's debt information:

If there is something you're not sure about, leave it blank. Please enter the name of the creditor i.e. AMEX, Chase, Capital One, Bank of America, etc.

Debt Item

Minimum Per Month

Due date

Amount Owed

Interest Rate

Time left

+ add row

Enter your partner's recurring expenses:

If an expense is not listed, please add it with its appropriate name.

Recurring Item

Per Month

Due date

+ add row

Enter your partner's lifestyle expenses:

If an expense is not listed, please add it with its appropriate name.

Recurring Item

Per Month

+ add row

After tax income:

Item

Income

+ add row

Your partner's assets:

Assets

Balance/Value

Interest Rate

+ add row

What is your annual household income?*

(before any deductions. Be sure to include bonus, commissions...)

How often do you get paid?*

WeeklyBi-WeeklyOnce a MonthSemi-monthly (15th-30th)Other

Other:

Enter your debt information:

If there is something you're not sure about, leave it blank. Please enter the name of the creditor i.e. AMEX, Chase, Capital One, Bank of America, etc.

Debt Item

Minimum Per Month

Due date

Amount Owed

Interest Rate

Time left

+ add row

Enter your recurring expenses:

If an expense is not listed, please add it with its appropriate name.

Recurring Item

Per Month

Due date