Victor Arocho | Financial GPS Form

Family

Advisor

Spouse/Partner?

Any Children? (Minor or Adult)

Work and income

About how much money does your household bring in yearly?

More or less what percentage of your income is from salary or hourly wages?

Home & Insurance

Do you have an umbrella policy in addition to your home and auto insurance?

Do you rent or own?

More or less how much is your house worth?

About how much do you think you owe on your home?

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 (This insurance is different from any kind of disability insurance you may own)?

Life Insurance

Apart from work, what type of life insurance policy do you have?

How much life insurance on you?

How much life insurance on your spouse/partner?

Other Assets

Do you own/use any of the following investment tools?

About how much are your IRAs worth?

About how much is your Stock Portfolio worth?

Do you think you'll receive any type of inheritance from a family member? If so, how much?

Drive Planning

Do you own any promissory notes or bonds from Drive Planning or any other investment group?

Retirement Planning

Where or who do you get most of your financial advice from?

Other (Financial Advice)

In retirement, about how much monthly income would need to live as you desire, until you die?

Do you have a current will?

Do you have a living will?

Do you have a Medical Power of Attorney?

Taxes & Credit

Who does your taxes?

How pleased are you with your accountant/tax preparer?

Do you write a check to the IRS every year or get a tax return?

What do you think is your credit score?

What do you think is your spouse's credit score?

Have you gone through bankruptcy in the last 5 years or less?

More or less, what is your total debt (not including mortgage)?

About how much of your debt is from credit cards?

Congratulations, you've done a great job in helping us get to your Financial GPS. So far you've given us the information to identify your location. These last few questions will help us identify your destination.

List 3 goals you most want to accomplish financially in life

List 3 roadblocks that could prevent you from accomplishing the 3 goals above

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.

Your Information

Name

Phone

Your Email Address

How old are you?

Financial GPS Form

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