Moneyfull Client Profile

Hello! Thank you for taking the time to accurately complete this form. Please email (addie@moneyfull.com) or call me (720.515.7805) if you have any confusion around how to answer a question. You can also elaborate on any answer that may need further explanation...or if there's just something you want me to know.
Your name

First NameLast Name
Spouse's/SO's name

First NameLast Name
Your address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Best number to reach you

Area CodePhone Number
Best number to reach spouse/SO

Area CodePhone Number
Children's names + DOBs
Your email address
Spouse's/SO's email address
Your DOB

MonthDayYear
Spouse's/SO's DOB

MonthDayYear
Preferred communication (check all that apply):

PhoneEmailVideo meeting
Best way to communicate with you:
Best way to communicate with spouse:
Do you know your credit score? If so, please state for you and your spouse/SO below.
Your score
Spouse's/SO's score
When was the last time you checked your credit REPORT (not score)?

Within the last 6 monthsWithin the last yearOver a year agoI don't remember
Were there any issues or errors?
What is your title and employer name?
What is your gross salary?
What is your spouse's/S.O.'s title and employer name?
What is your spouse's gross salary?
Do you have rental income? If so please briefly describe here and upload a document showing: location, date purchased/purchase price, current value + all income & expenses including property taxes, insurance and annual depreciation.
Do you have any other income? For example, side income or family gifts? If so please describe amount and frequency here.
Other income example: Phoebe annual family gift $7500
Do you have any type of expenses that are out of the ordinary? For example - you are paying childcare or tuition for the next 3 years. Also, let me know if you are paying for the expense out of your income, or out of savings (or some other method).
Temporary expense example: Grad school until August 2017. Phoebe, $10,000/yr
Please list your assets below. House, accounts, and any other assets.
Example: House $450,000 Fidelity 401k $100k Vanguard IRA $25k
Tell me about where you are saving and how much per month.
Monthly savings example: Phoebe's Fidelity Roth, $500/m. Max's 401k, $750/m.
Please make a list of all debts below.
Example: Mortgage, $350k Credit cards, $8k HELOC, $75k
Tell me what types of insurance you have.

Health insuranceLife insuranceAuto insuranceHomeowner's or renter's insuranceUmbrellaDisability insuranceBusiness liabilityLong term care insuranceOther
If you checked 'other', please tell me what type of insurance this is.
Please use this space to tell me about life insurance. Insured, how much, and type of insurance (i.e. term or permanent)
Tell me what kind of planning you have in place just in case...
I (we) have the following in place:

WillPower of attorneyMedical directiveMedical power of attorneyLiving willNo documents have been done
If you know when your documents were completed, please let me know the year.
If you are partnered, do you both have these documents?
Do you have a CPA/tax preparer, or do you do your own taxes?
Ideally, at what age would you like to retire?

And, would you like to retire "cold turkey" OR ease into retirement with a partial salary (could be in an entirely different field or something mindless having to do with a hobby).
Retire age - you:
Retire age - your spouse/SO:
What keeps you up at night? What money issues do you constantly worry about?
Keeps you up at night:
Keeps your spouse up at night:
What do you and your spouse/SO disagree about when it comes to money?
Disagree on - you:
Disagree on - your spouse/SO:
In what ways do you tend to sabotage yourself, financially and otherwise? Some common examples (but certainly not limited to these!): procrastinate, deny, ignore, overspend, oversave.
Sabotage yourself:
Your spouse/SO sabotage:
Do I have your permission to gently point these (non) strategies out to you if I notice that they are hindering our progress?
Please explain any caveats, if applicable.
Please list your top 3-5 goals that you would be really happy to accomplish in our work together (if partnered, please answer these together. If your goals are different, then indicate name next to the goal.)
Top goals:
Thank you, that's it for now!

I will be in touch with further questions once I have reviewed all of your information!
Just one more section in case there's anything else you want me to know, or anything you want to explain.

This space is for anything you want to jot down that you think is important that I neglected to ask. Or any comments, thoughts, questions, ideas or explanations.
Additional thoughts/comments:
Should be Empty:

Thank you, that's it for now!