Personal Economic Questionnaire
Please be as detailed as possible. The dates and contributions can have a serious impact on tax efficiency. If you have any questions please call Brandi Jo 210.563.8595
Sign in to Google to save your progress. Learn more
Email *
Your Full Name *
Spouse's Full Name
Phone Number *
Date of Birth *
MM
/
DD
/
YYYY
Spouse's Date of Birth
MM
/
DD
/
YYYY
Please list children's or dependent's names and ages
Please list ALL LOANS and CURRENT DEBT *
This includes mortgages on residence and vacation homes. Please include personal loans, credit cards, student loans, co-signed loans.
Current LIMITS of LIABILITY for Auto/Home/Umbrella Coverages *
Please choose all that apply
Required
Current LIFE Insurance Policies IN-FORCE *
Please check all that apply
Required
Long Term Care *
Please check all that apply
Required
CURRENT SAVINGS and INVESTMENTS *
Please check all that apply. We will go through your current assets, investments and savings during our discovery appointment
Required
Please tell me about your existing Real Estate investments... if you have any. If not, please tell me what you will be using The Infinite Banking Concept to achieve. *
Do you have a CURRENT WILL and Trusts? *
Required
What year were your Wills and Trusts Established?
Is there anything in particular you think we should know about your personal finance history or future?
Submit
Clear form
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google. Report Abuse - Terms of Service - Privacy Policy
Google Forms