Financial Planning

Intake Survey (Smith)

1.
2.
3.
4.
5.

Tell me about yourself. What are some of your hobbies?

Do you keep track of your expenses and spending?
Do you have an emergency fund?
What are your financial concerns?
Do you own a credit card? If so, do you pay it off at the end of each
month?
6. How do you generally make purchases? (Credit card, debit card, cash?)
7. Do you know your credit score?
8. Do you own any assets? (i.e. car, snowmobile, etc.)
9. Are you concerned about graduating with debt?
10.
What is your anticipated salary after graduation?
11.
Where do you plan to live after graduation?
a. > 1 year
b. 1 10 years
12.
Do you have any financial goals after graduation? (i.e. get an
apartment, buy a car, buy a condo/house etc.)
a. What kind of timeframe do you anticipate in accomplishing these
goals?
13.
Do you want a family? If so, what kind of timeframe are you
hoping for?
14.
Do you have any investments or plan on making investments in
the near future?
15.
Have you thought about retirement at all?

~Any car payments? If so, how much? - is this something that should wait to
discuss once we meet with our clients? Im not sure people are going to be
comfortable giving details before meeting with us. Just a thought!