Name*Email* Gross Estate (All assets owned, including life insurance ownership)Under $1,500,000$1,500,000-$3,000,000$3,000,000-$7,000,0007,000,000+Planner StatusFinancial Planner with less than two years of planning experienceFinancial Planner with more than two years of planning experienceSenior Financial Planner with less than 5 years of planning experience and professional designationSenior Financial Planner with more than 5 years of planning experience and professional designationIncomeUnder $150,000$150,000-$250,000$250,000-500,000$500,000+Source of IncomeW-2Multi-source, 1099Schedule C, Sub SForeign, trust, deferred compensation, rental, real estate, Stock OptionsTypes of AssetsCash accounts onlyMutual Funds, savings bonds, T-bills, notes, IRA/SEP IRA, 401(k), AnnuitiesIndividual securities, asset management accounts, sole proprietorship, simple partnershipLimited partnership, REIT, LLC, FLP, investment real estate, illiquid assetsObjectivesSimpleModerateComplexAdvancedOwnershipIndividual/JTWROS/tenants by entiretyTenants in common, community property, UGMA/UTMATrustsBusiness entityFamily StatusSingleMarriedDivorce/remarriageDomestic partners/non-citizenYears to Goal10+ years6-9 years4-5 years1-3 yearsSpecial CircumstancesAlimony, child supportDisability pension, Social Security, SSI, inherit less than $100,000, early retirementDeath of a family member, pre or post nuptial agreement over $100,000, chronic illnessDivorce, Lottery, large inheritance, uncovered medical expenses. special need(parents/children/heirs)N/ATotal 52-64 points (Advanced) $5,000 $7,500-$10,000 $10,000-$15,000 $15,000+ 37-51 points (Advanced) $1,500-$2,500 $3,000-$5,000 $7,500-$10,000 $10,000-$15,000 21-36 points (Advanced) $600-$1,500 $1,500-$2,500 $3,000-$5,000 $7,500-$10,000 1-20 points (Advanced) $200-$800 $800-$1,500 $1,500-$2,500 $5,000 Total Net Worth Under $1,500,000+ $1,500,000-$3,000,000 $3,000,000-$7,000,000 $7,000,000+
