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CFP Fact Finder Form

The document appears to be a fact finder form for a comprehensive financial planning process, requesting personal, family, income, expense, goal, liability, asset, and insurance details from a client to develop a customized financial plan. It outlines the importance of financial planning and collecting information about the client's current financial situation, needs, and objectives. Upon completing the form, the client will receive a detailed personalized financial plan.

Uploaded by

Biswajit Senapati
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
983 views3 pages

CFP Fact Finder Form

The document appears to be a fact finder form for a comprehensive financial planning process, requesting personal, family, income, expense, goal, liability, asset, and insurance details from a client to develop a customized financial plan. It outlines the importance of financial planning and collecting information about the client's current financial situation, needs, and objectives. Upon completing the form, the client will receive a detailed personalized financial plan.

Uploaded by

Biswajit Senapati
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
  • Family Members Details: Gathers comprehensive information about family members as part of the financial planning process.
  • Your Personal Profile: Collects personal details to begin the creation of a financial plan, including name, age, marital status, and contact information.
  • Goals & Liabilities: Examines future financial goals and current liabilities to align planning objectives with financial reality.
  • Income & Expenses: Details monthly sources of income and expenses to determine financial status and planning needs.
  • Assets & Policies: Documents investments and their values to help manage assets and create future financial strategies.
  • Life Insurance Policies: Lists life insurance policies along with premiums and policy details for risk management and protection planning.

Comprehensive Financial Planning

Private and Confidential

Fact Finder

Congratulations! For being among enlighten souls who realizes the importance & need for undergoing a complete Financial Planning for you & your family You are just 1 step away of having your own Financial Plan.
What is Financial Planning(FP)? FP is the process of establishing personal & financial goals and creating a roadmap to reach them. The FP exercise is a must & most recommendable for any person at all times.

Your Personal Profile


Your Name Date of Birth: Status: Children City Pin Code Recommended Risk Profile Equity % Debt % Cash Designation % 0 Address Single D D M M Y Y Y Y If you don't mind Married Others Contact Number Educational Qualification Email ID 0 State Expected Retirement Age Conservative Portfolio Occupational Details Country in Years- Eg:58 Balanced Portfolio Have You Prepared a Will? Aggressive Portfolio Y/N Gender: Male Female

Family Members Details


Spouse Name Gender: Male Female Educational Qualification Net Monthly Income (Rs.) Name Gender: Male Female Educational Qualification Date of Birth: D D M M Y Y Status: Y Y Relationship Single Married Others Date of Birth: D D M M Y Y Status: Y Y Relationship Single Married Others

Profession

Retirement Age I want to include spouse income for entire plan

Profession Name Gender: Male Female Educational Qualification Date of Birth:

Net Monthly Income (Rs.)

D D M M Y

Status: Y Y Relationship

Single

Married

Others

Profession Name Gender: Male Female Educational Qualification Date of Birth:

Net Monthly Income (Rs.)

D D M M Y

Status: Y Y Relationship

Single

Married

Others

Profession Name Gender: Male Female Educational Qualification Date of Birth:

Net Monthly Income (Rs.)

D D M M Y

Status: Y Y Relationship

Single

Married

Others

Profession Name Gender: Male Female Educational Qualification Date of Birth:

Net Monthly Income (Rs.)

D D M M Y

Status: Y Y Relationship

Single

Married

Others

Profession

Net Monthly Income (Rs.)

Notes:

Income & Expenses


Income (Monthly)
Salary/Business/Profession Net Income (Rs.) (self income) Rental/Other Income (Rs.) (self other income) Monthly Saving(Rs.) Postal RD/Bank RD/SIP Etc.)

Make Arrangement for Contingency Fund for Make Arrangement for Your Spouse Contingency Fund for

Months Months Expenses (Monthly) PERP % PERP % PERP % Income ratio Mobile Phone (Rs.) Household Servants(Rs) Dining Out(Rs) PERP % PERP % PERP % Other Expenses(Rs.) Medical Expenses(Rs) Electricity (Rs.) PERP % PERP % PERP %

House Rent (Rs.) Transportation(Rs) Clothing (Rs.)

PERP % PERP % PERP

Telephone (Rs.) Groceries (Rs.) Education fees

% P.E.R.P. : Percentage of Expense to include in Retierment Planning. Income ratio Expenses ratio Your Your

% %

Spouse Spouse

% %

Goals & Liabilities


Goals
Goal Type Eg: Education Planning Goal Planning For Eg: Rahul Current Amount Required in Rs. Target Year Eg:2025 Expected Inflation% Expected Return %

Liabilities
Liability Type Eg: Home Loan Last Installment Date Eg: dd/mm/yyyy EMI (Rs.) Rate Of Interest on Loan Current Outstanding Amount (%) Liability Holder Self / Spouse

Notes:

Assets & Policies


Your Investments
Asset Eg: Postal NSCs Invested Amount Current Value Maturity Value Rate of Interest % Invested Date dd/mm/yyyy Maturity Date dd/mm/yyyy

Life Insurance Policies


Company Name Type Of Policy Term, Health Policy Holders self, spouse Premium Frequency Single, Annual Premium (Rs.) Sum Assured (Rs.) Start Date dd/mm/yyyy Maturity Date dd/mm/yyyy

I agree that all the information provided by me in this form is true & fair to the best of my knowledge. Date: d d m m y y Place: Signature: __________________________

We Thank You For Your Details and Would Soon Approach You With Your Own Detailed Financial Plan.

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