Financial GPS Questionnaire

Drive Planning and Resilient Hope Coaching 

Congratulations, you have made a great decision. You are taking your future into your hands and you’re on the way to learning more about your personal or business finances and how to handle them best.

Now, let’s get started. The more information you give us, the more accurate your Financial GPS will be, however, if you’re unsure of something, give us your best estimate. You don’t need exact numbers.

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FAMILY
Spouse/Partner? *
Children? (Minors) *
About how much gross income money does your household bring in yearly? *
More or less what percentage of your income is from salary or hourly wages?*
 *
Do you own a business? *
Have you ever taken a business loan or line of credit to finance your work?  *
Do you have an umbrella policy in addition to your home and auto insurance? *
Do you rent or own?
 *
If you own a home, more or less, how much is your house worth?
You can look on Zillow if you're unsure.
 *
If you own, Roughly how much equity is in your home?  *
Do you own any additional real estate? *
Do you have disability insurance?*
 *
If you were sick or hurt and couldn't work, how long do you think you could pay all your bills for?
 *
Do you have any long-term care insurance that you own apart from your work/job?
 *
Apart from work, what type of life insurance policy do you have?
 *
If you do have a life insurance policy, How much do you have on yourself or another insurable interest (ie spouse, children)? 
 *
Do you own/use any of the following investment tools?
 *
Required
Do you think you'll receive any type of inheritance from a family member? If so, how much?
 *
Where or who do you get most of your financial advice from?
 *
In retirement, about how much monthly income would need to live as you desire, until you die?
 *
Do you have a current will?
Current Will: States your wishes regarding the care of children and distribution of your assets after your death.
 *
Do you have a living will?
Living Will: States your wishes for end-of-life medical care in case you are unable to communicate.
 *
Do you have a Medical Power of Attorney?
Medical Power of Attorney: Allows someone to access your assets in order to pay your medical expenses if you are unable to communicate.
 *
TAXES & CREDIT
Who does your taxes?
 *
Do you write a check to the IRS every year or get a tax return?
 *
What do you think your credit score is? 
(Not sure, check Credit Karma for free) *
Have you gone through bankruptcy in the last 5 years or less? *
More or less, what is your total debt (not including mortgage)? *
Roughly, how much of your debt is from credit cards? *
List 3 goals you most want to accomplish financially in life.
(Examples: buy a vacation home, travel abroad, retire early, pay for kids' college, etc)
 *
List 3 roadblocks that could prevent you from accomplishing the 3 goals above.
(Examples: Health crisis, loss of job, loss of family member, etc.)
 *
In the space below write anything that you feel is important for us to know to help create your Financial GPS. Some people take a few words to tell us what keeps them up at night, what they are most worried about money-wise, what they fear the most, and what they want more information about.
 *
First Name
 *
Last Name
 *
Phone
(In case we need to reach you to get clarification.)
 *
Your email address
(We won't ever send you spam or share your email.)
 *
Roughly how old are you? *
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