Top Financial Goals
- No goals entered—
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Your Financial Progress
A live summary of what matters most.
Financial House
Financial Independence
- FIN #$0
- Retirement Assets$0
- FIN Progress0%
- Years Until Retirement—
- Future Monthly Income$0
- Income Gap / Surplus$0
Progress Since Last Review
- Retirement / Asset Change$0
- Debt Reduced$0
- Emergency Fund Change$0
- Protection Gap$0
Family & Legacy
- Beneficiary / Estate Items Current0 of 11
- Will—
- Next Generation Education—
Next Review
- Date—
- Appointment ScheduledNo
- Meeting Type—
Top Priority Before Next Review
Add Priority #1 below.
01
Review Information
Start with the people, the meeting and the timeline.
02
What’s Changed Since Our Last Review?
Life changes often change the plan.
03
Financial Goals Scorecard
Last review → today → future goal.
Progress is calculated only when a goal has useful previous, current and target values. For debt goals, progress increases as the balance falls.
| Financial Goal | Category | Previous Review | Current Position | Target Amount | Target Date | Progress | Status | Next Action |
|---|
04
Financial House Health Check
A complete view of the family’s financial foundation, floors, roof and progress.
Goals & DreamsRoof
EducationFloor 3
RetirementFloor 2
Debt ResolutionFloor 1
Life Insurance / Family ProtectionFoundation
05
Financial Independence Number — FIN #
A progress indicator using values from the official financial analysis.
Auto-fills from monthly income and may be updated.
06
Retirement Income Sources & Planning
Bring current and future income sources together to measure retirement-income coverage.
Enter gross monthly income using current statements or official benefit estimates. “Future Monthly at Retirement” is the expected monthly amount when retirement income begins. Totals are planning estimates—not guarantees—and do not calculate taxes.
| Income Source | Owner | Current Monthly | Future Monthly at Retirement | Start Age | Tax Treatment | Income Stability | Duration | Notes / Estimate Source |
|---|
Current Monthly Income$0
Current Annual Income$0
Future Monthly Income$0
Future Annual Income$0
Reliable Future Monthly Income$0
Target Monthly Retirement Income$0
Monthly Gap / Surplus$0
Income Coverage0%
Social Security, pension, annuity and other future-income amounts should be confirmed with current statements and applicable providers. Tax treatment can vary. This section is for planning and discussion and does not provide tax, legal or investment advice.
07
Retirement & Investment Progress
Compare balances and confirm key account details.
| Account Type | Previous Balance | Current Balance | Change | Monthly Contribution | Beneficiary Reviewed? | Notes |
|---|
Total Previous Assets$0
Total Current Assets$0
Total Change$0
08
Debt Progress
See how balances have changed since the last review.
| Debt Type | Previous Balance | Current Balance | Amount Reduced | Interest Rate | Monthly Payment | Target Payoff Date | Status |
|---|
Total Debt Last Review$0
Total Debt Today$0
Total Debt Reduced$0
09
Emergency Fund & Cash Reserves
Measure how many months of essential expenses are available.
Not calculated
10
Family Protection Review
Confirm what is in place and identify protection needs.
Client Protection Snapshot
Spouse / Partner Protection Snapshot
| Covered Person | Insurance Company | Policy Type | Coverage Amount | Monthly Premium | Beneficiary | Confirmed? | Through Work? | Personally Owned? | Review Needed? |
|---|
11
Beneficiary & Estate Checkup
A planning discussion—not legal advice.
| Planning Item | Status | Notes |
|---|
This section helps organize a planning conversation. It does not provide legal advice. Estate documents and legal questions should be reviewed with a qualified attorney.
12
Your Family’s Financial Future
Support the next generation with education and good financial habits.
| Name | Relationship | Age | Current Need / Goal | Education Planning | Working? | Retirement Plan? | Education Needed? | Family Checkup? |
|---|
13
Client Experience
Tell us what is helping and where we can improve.
14
Referral / Introduction Conversation
Who do you care about that might benefit from the same type of financial education and planning?
| Name | Relationship | Why They Came to Mind | What May Matter to Them | Personality | Best Introduction | Phone | Introduction Made? | Follow-Up Notes |
|---|
15
Center of Influence (Optional)
Who in your network is someone that people know, like and trust?
| Name | Relationship | Occupation / Category | Why They Came to Mind | Best Introduction Strategy |
|---|
16
Client’s Top 3 Priorities
What are the three most important things we should work on before our next review?
17
12-Month Action Plan
Clear actions, owners and dates turn goals into progress.
Client Actions
| Action | Target Date | Status | Notes |
|---|
Advisor Actions
| Action | Target Date | Status | Notes |
|---|
18
Next Appointment
End with a clear next step.
Information in this review supports client goals and planning conversations. It is not a guarantee, an automatic investment recommendation, or legal or tax advice. Recommendations may require separate review and appropriate documentation.