Financial Planning
Personal Fact Finder
Please complete each section. Financial totals are calculated automatically as you enter amounts. Your information is saved to your contact record, and a PDF copy is generated on submission.
Engarde Financial Group
Add a separate entry for each property. These values are not counted as assets or liabilities unless you also enter them in those sections.
Separate employment details for the primary client and Client #2, plus any business or entity questions.
Total Monthly Income = (Primary Annual Income ÷ 12) + (Client #2 Annual Income ÷ 12, if provided) + all other monthly income sources. Tax refunds, retirement contributions, and asset balances are not included unless listed above as a monthly source.
Enter each expense directly as a monthly amount.
Estimated property values are not added automatically; you may include property value under Real Estate Holdings if appropriate.
Trust date fields appear only if you indicate a trust exists.
On a scale of 1–5, with 1 being the highest importance, what are your greatest areas of interest? (1 = highest importance, 5 = lowest importance)
Select the option that best reflects your preference, then explain if you'd like.
Your responses are saved to your contact record when submitted.