Intermediate Financial Assessment

Option 1

 

	2 hours Conference Time with Certified Financial Planner
	Net Worth / Cash Flow
	Retirement Goals
	Retirement Analysis
	Education Goals
	Education Analysis
	Major Purchase Goals
	Major Purchase Analysis
	Basic Insurance Goals
	Emergency Fund Goals and Analysis
	Survivor Needs Analysis
	Disability Needs Analysis
	Life Insurance Needs and Analysis
	Basic Long-Term Care Analysis
	Asset Allocation

 

Intermediate Option 1 Financial Assessment Worksheet

Complete Intermediate 1 Financial Assessment Worksheet

 

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Option 2

 

	3 hours Conference Time with Certified Financial Planner
	Everything in Option 1 (see above)
	Advanced Survivor Income Goals
	Advanced Disability Income Goals
	Advanced Long-Term Care Goals
	Asset Allocation including Real Estate
	Monte Carlo Analysis

 

Financial Assessment Worksheet

Financial Assessment Worksheet

 

Sample Reports

	Option 1	Option 2
Financial Needs Assessment Report	+	+
Financial Needs Summary Report		+
Financial Needs Analysis
	+Enhanced Reporting

 

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