Life Money Balance™ Profile

Please share your Life Money Balance™ profile which helps us learn more about you and use your time more efficiently on our upcoming call to help determine whether we are a good fit.

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Thank you for sharing and we look forward to speaking with you soon!

ABOUT YOU

Marital status
Age
Business owner

CASH FLOW & CUSHION

Annual houselhold income
Available living expenses (months)
I (we) contribute to the emergency fund.

FINANCIAL FREEDOM

Monthly savings towards

Employer Retirement accounts (401k, 403b, etc.)?
Other investment accounts (IRAs, taxable, individual, JT, etc.)

RETIREMENT & GOAL READINESS

Investment account balances

Employer accounts (401K, 403b, etc.)
Other investment accounts (IRAs, taxable, individual, JT, inherited, etc)
Business retirement account balance
Do you own?
If you have debt, what type? (Select all that apply)