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About You

This section helps us tailor your Smart Money Snapshot to your stage of life and priorities. Just your best answers — we’ll review everything together. 
What stage of life are you in, <NAME>?
This helps us think through timelines like retirement, income planning, and long-term security.
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How do you identify?
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Male
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Female
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Prefer not to say
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About You

This section helps us tailor your Smart Money Snapshot to your stage of life and priorities. Just your best answers — we’ll review everything together. 
Which best describes your household?
Household structure can affect income planning, beneficiary decisions, and long-term security.
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Married
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Long-term partner
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Divorced
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Widowed
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Single
If Married or Long-term partner is chosen...
Partner's info:
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Male
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Female
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About You

This section helps us tailor your Smart Money Snapshot to your stage of life and priorities. Just your best answers — we’ll review everything together. 
Which best describes your situation?
Different family situations can affect income planning, risk protection, and legacy decisions.
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No children
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Adult children (financially independent)
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Minor children (under 18, financially dependent on you)
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Children with ongoing financial needs
If last two are chosen...
Children's info:
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Your Financial Focus

These next questions help us understand where your attention and energy are right now. 
When you think about your finances, what feels most important right now?
Choose up to 3 that matter most right now.
Restrict to only 3 choices.
Buying or upgrading a home
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Paying down debt or improving monthly cash flow
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Building a stronger emergency cushion
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Saving for retirement
Creating a clear long-term financial plan
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Taking care of aging parents
Funding a child’s education or major life event
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Growing my investments more effectively
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Protecting what I’ve built from market losses
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Your Financial Focus

These next questions help us understand where your attention and energy are right now. 
What concerns you most about your financial future?
Many people have 1 - 3 issues that quietly weigh on them. Which feels most true for you?
Restrict to only 3 choices.
Outliving my savings
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Market volatility disrupting my plans
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Rising healthcare or long-term care costs
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Paying more in taxes than necessary
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Ongoing inflation and cost of living increases
Supporting children or family members financially
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Not having a clear plan
Losing income unexpectedly
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Your Financial Snapshot

A few quick estimates help us understand how your money is currently flowing. Rough numbers are perfectly fine. 
About how much does your household earn in a typical year (before taxes)?
An estimate is fine — this helps us understand your overall financial capacity.
About how much does your household typically spend each month?
A rough estimate is all we need. We’ll refine this together if needed.
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Your Financial Structure

You’ve clarified what matters most to you. 🎉

Now let’s take a look at how your current financial structure supports — or limits — those priorities. A few quick estimates will help us build your Smart Money Snapshot. Rough numbers are perfectly fine.
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Your Assets

Let’s take a quick look at where your money is currently positioned. Rough estimates are perfectly fine — this simply helps us understand your overall financial structure. 
About how much do you currently hold in cash or savings accounts?
This includes checking, savings, money market accounts, and CDs. Liquidity plays an important role in financial flexibility.
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Your Assets

Let’s take a quick look at where your money is currently positioned. Rough estimates are perfectly fine — this simply helps us understand your overall financial structure. 
About how much do you have in retirement accounts (401k, IRA, pension, etc.)?
These accounts are often the foundation of long-term income planning.
Do you have a pension?
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Yes
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No
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Your Assets

Let’s take a quick look at where your money is currently positioned. Rough estimates are perfectly fine — this simply helps us understand your overall financial structure. 
About how much do you have invested in brokerage accounts (stocks, bonds, mutual funds, ETFs)?
Include taxable investment accounts held outside of 401k or IRA plans.
About how much do you currently hold in annuities?
Include fixed, indexed, or variable annuities held outside retirement accounts.
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Your Assets

Let’s take a quick look at where your money is currently positioned. Rough estimates are perfectly fine — this simply helps us understand your overall financial structure. 
About how much do you hold in precious metals (gold, silver, etc.)?
Include physical metals or metal-backed investment products.
About how much do you hold in alternative assets such as art, collectibles, Bitcoin or other cryptocurrency?
These may include digital assets, fine art, rare coins, antiques, or similar holdings.
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Your Assets

Let’s take a quick look at where your money is currently positioned. Rough estimates are perfectly fine — this simply helps us understand your overall financial structure. 
Do you currently own any real estate?
Real estate can play different roles — as a home, an investment, or both. Let’s clarify how yours fits into your overall financial picture.
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Yes
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No
If No → skip all property + future mortgage questions.
If yes...
Which types of property do you own?
This helps us understand whether your real estate serves as a residence, lifestyle asset, or income source. (Select all that apply)
Primary residence
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Vacation or second home
Rental or income-producing property
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Your Assets

Let’s take a quick look at where your money is currently positioned. Rough estimates are perfectly fine — this simply helps us understand your overall financial structure. 
Do you own a business or hold ownership in one? If so, what is its estimated value?
Business interests can play a major role in long-term financial planning.
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Yes
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No
If yes...
What is its estimated value?
Include your best estimate of your ownership stake’s current value.
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Your Assets

Let’s take a quick look at where your money is currently positioned. Rough estimates are perfectly fine — this simply helps us understand your overall financial structure. 
Do you have life insurance policies with cash value?
Some permanent policies accumulate value that may factor into future planning.
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Yes
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No
If yes...
About how much?
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Your Liabilities

Many successful households carry some level of debt. A general estimate helps us understand your full financial picture and how flexible your cash flow is. 
If they answered yes to the previous real estate question for Primary Residence.
Do you currently have a mortgage on your primary residence?
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Yes
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No
If yes...
About how much?
Include your remaining mortgage balance. A rough estimate is fine.
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Your Liabilities

Many successful households carry some level of debt. A general estimate helps us understand your full financial picture and how flexible your cash flow is. 
If they answered yes to the previous real estate question for Vacation home.
Do you currently have a mortgage on your vacation or second home?
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Yes
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No
If yes...
About how much?
Include your remaining mortgage balance. A rough estimate is fine.
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Your Liabilities

Many successful households carry some level of debt. A general estimate helps us understand your full financial picture and how flexible your cash flow is. 
If they answered yes to the previous real estate question for Rental property.
Do you currently have a mortgage on your rental property?
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Yes
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No
If yes...
About how much?
Include your remaining mortgage balance. A rough estimate is fine.
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Your Liabilities

Many successful households carry some level of debt. A general estimate helps us understand your full financial picture and how flexible your cash flow is. 
About how much do you owe in consumer or personal debt?
This may include credit cards, auto loans, personal or student loans, lines of credit, or other similar balances. A rough estimate is perfectly fine.
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Your Liabilities

Many successful households carry some level of debt. A general estimate helps us understand your full financial picture and how flexible your cash flow is. 
Do you have any other significant debts not listed above?
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Yes
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No
If yes...
About how much?
Only include items that materially affect your financial picture.
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Protection & Legal Planning

These items help protect you and your family if something unexpected happens. Select any that currently apply. ​​​​​​​
Which of the following do you currently have in place?
It’s common for some of these to still be in progress.
Testamentary Will
A legal document outlining how your assets should be distributed after your passing.
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Living Trust
A legal structure that can help manage and distribute assets privately and efficiently.
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Power of Attorney
Authorizes someone you trust to make financial decisions on your behalf if you’re unable to do so.
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Medical Directive
Provides guidance for medical decisions if you’re unable to communicate your wishes.
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Disability Insurance
Provides income replacement if you’re unable to work due to illness or injury.
Long-Term Care Planning
Plans or coverage intended to help manage extended care needs later in life.
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Special Needs Planning
Financial arrangements designed to support a dependent with long-term care or disability needs.
Elder Care Provisions
Plans or resources set aside to support aging parents or dependent adults.
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Your Smart Money Snapshot Is Being Prepared

Thank you for taking the time to clarify your financial picture.
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 Your personalized Smart Money Snapshot will be delivered to your email within the next 15 minutes. It’s designed to help you see how your current financial structure aligns with what matters most to you — and where further clarity may be helpful. 

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   Watch for it in your Inbox shortly!   

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Want to Review It Together?

 Many clients find it helpful to walk through their Snapshot with a professional who can provide context and answer questions. 
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 You’re welcome to schedule a brief review conversation at a time that works for you. 
Schedule My Snapshot Review 🗓️ 
There’s no obligation — just an opportunity for greater clarity.
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