Meeting Prep | Boenning Inc

“Someone’s sitting in the shade today because someone planted a tree a long time ago.” — Warren Buffett, investor

The information you are providing is necessary, and it is one of the first steps to creating a unique plan that strives to attain your goals, on your timeline. It is important to complete all the details outlined on this document.

This information, in addition to our conversations, provides the foundation for your personalized financial plan. You probably already know that allowing flexibility along the path of life is important in all things you plan for. For that reason, we will work closely in partnership, respecting the ebbs and flows of your life as we monitor account performance while maintaining focus on your long-term vision.

Hidden

Advisor

Personal Information

First Name

Last Name

Email Address

Date of Birth

Annual Income

Include Partner Information?

Yes

Partner's Information

Partner First Name(Required)

Partner Last Name(Required)

Partner Date of Birth(Required)

Partner Annual Income(Required)

Retirement Age Goals

Retirement Age

Ideal

Acceptable

Partner Retirement Age
If Applicable

Ideal

Acceptable

Monthly, after tax, spending once retired:

Ideal

Acceptable

Notes for Retirement Timeline

Please add any additional information about your timeline for retirement that you would like us to be aware of.
Optional

Other Goals (i.e., weddings, education, travel)

Description

Estimated Amount

When

Other Goals Description

Other Goal Amount

Other Goal Date

Other Goal Description 2

Other Goal Amount 2

Other Goal Date 2

Other Goal Description 3

Other Goal Amount 3

Other Goal Date 3

Other Goal Description 4

Other Goal Amount 4

Other Goal Date 4

Total Other Goals

Other Goal Information

Please add any additional information about your goals that you would like to inform us of.
Optional

Other Income (Social security, pension, rental property, etc.)

Description

Annual Amount

Other Income Description

Other Income Amount

Other Income Description 2

Other Income Amount 2

Other Income Description 3

Other Income Amount 3

Other Income Description 4

Other Income amount 4

Total Other Income

Other Income Information

Please add any additional information about any other income that you would like to inform us of.
Optional

Financial Assets (IRA’s, 401k, checking, savings)

Description

Current Value

Financial Assets 401k

Financial Assets Amount

Financial Assets IRA's

Financial Assets Amount 2

Financial Assets Checking

Financial Assets Amount 3

Financial Assets Savings

Financial Assets amount 4

Financial Assets Description Other

Financial Assets amount 5

Financial Assets Description Other

Financial Assets amount 6

Financial Assets

Other Financial Asset Information

Please add any additional information any other financial assets that you would like to inform us of.
Optional

Insurance Policies (Life, long-term care, etc.)

Description

Insured

Benefit Amount

Insurance Description

Insurance Insured

Insurance Death Benefit

Insurance Description

Insurance Insured 2

Insurance Death Benefit 2

Insurance Insured

Insurance Insured 3

Insurance Death Benefit 3

Insurance Insured

Insurance Insured 4

Insurance Death Benefit 4

Total Benefits

Other Benefit Information

Please add any additional information about any other benefits that you would like to inform us of.
Optional

Assets (Home, property, business assets, vehicles, etc.)

Description

Current Value

Assets Description

Assets Amount

Assets Description 2

Assets Amount 2

Assets Description 3

Assets Amount 3

Assets Description 4

Assets Amount 4

Total Assets

Other Asset Information

Please add any additional information any other assets that you would like to inform us of.
Optional

Liabilities (Debts, mortgages, loans, etc.)

Description

Amount Owed

Liabilities Description

Liabilities Amount

Liabilities Description 2

Liabilities Amount 2

Liabilities Description 3

Liabilities Amount 3

Liabilities Description 4

Liabilities Amount 4

Total Liabilities

Other Liability Information

Please add any additional information any other liabilities that you would like to inform us of.
Optional

Additional Information

Please add any details or information you would like us to know for the meeting.
Optional