It depends on what you want help with! If you want me to look at everything and make as many recommendations as possible, provide me with all of the information below. If you just have specific questions, or only want me to look at a certain aspect of your situation, I can do that as well. Fill out as much of the form below as you would like.
Instructions/links
Goals
What are your goals?
Budgeting
– Current income (indicate whether bi-weekly, monthly, annual, etc. AND if this is after or before taxes)
– Current expenses
– Projected income (if applicable)
– Projected expenses (if applicable)
Balance Sheet
– Assets (checking/savings accounts, investment accounts, retirement accounts, real estate, etc.)
– Liabilities (monthly payment, balance, interest rate)
Investments
What is your current investment strategy?
– Account Statements
Taxes
– last 3 years of tax returns (for my review, future planning opportunities, and potential amendment if the preparer missed anything)
Estate Planning
Do you have the following? When were they last updated?
– Will
– General Durable Power of Attorney (GDPOA)
– Health Care Power of Attorney (HCPOA)
Risk Management
– life insurance (death benefit, premium amounts, cash value (if applicable), riders, expiry date)
– annuity contracts/details (initial lump sum payment, monthly payment, lump sum income, monthly income, timeline)
Education Planning
Do you have kids or plan to? What are your plans for them paying for their education costs?
– current student loan details/statements (monthly payment, balance, interest rate)
Share any other information you think would be helpful/necessary.
Schedule an appointment or reach out to me sharing how you would like me to help you:
Email: blake.pokley@captainministry.org
Cell: 248-894-8758
