Personal Details
 
 
 
 
 
 
$
Approximate household income including bonuses before tax 
$
Approx. total of cash, investments and home value 
$
Approx. total of credit card, loan and mortgage debt 
Goals & Preferences
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Determine if I'm on track to meet my goals
Saving Strategy
Tax Minimization
Retirement Readiness
College/Education Funding
Investment Advice
Major Decision (i.e. new home, start business)
Risk Reduction (insurance planning)
Estate Planning
Reducing Stress around Money
Retirement Income Plan (pension/Social Security decisions)
Stock Option or Restricted Stock Strategy
Family Planning (helping kids, parents, etc.)
Debt Reduction
Other (describe below)
 
Wealth Planning Process
Investment Philosophy
Fee Structure for Well Spent
Fiduciary Duty to Clients
Professional Experience
How Other Advisors Charge
How to Select an Advisor
Other (describe below)
Choose all that apply 
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Well Spent Wealth Planning
danielle@wellspentplanning.com
+1 513-299-8444
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