Client Intake Form Step 1 of 4 25% Name(Required) First Last Email(Required) Enter Email Confirm Email Phone(Required)Are you still working? Yes No Where do you work currently? How long have you worked there? And before that? Did you have an employer-sponsored plan at your previous jobs? Yes No What type of plan was it (e.g., 401K, Pension)? Did you roll it over to an IRA or leave it there? Rolled it over to an IRA I left it there 20. Are you eligible for Social Security? Yes No Desired retirement age?Estimated benefit amount Do you have children? Yes No Are they your beneficiaries? Yes No If not, who are your beneficiaries? List your Monthly Expenses Expense Cost per Month Actions Edit Delete There are no Monthly Expenses. Add Monthly Expense Maximum number of monthly expenses reached. Monthly Expense totalWhat are your Monthly Household Income SourcesExample . salary, Pension, Rental Income, Investments etc Monthly Income Source Amount per Month Actions Edit Delete There are no Income Sources. Add Income Source Maximum number of income sources reached. Income Sources TotalPlease list your assets(e.g., 401K, brokerage accounts, CDs, savings, checking, rental property, precious metals, cryptocurrency). Asset Est.Value Actions Edit Delete There are no Assets. Add Asset Maximum number of assets reached. Total Value of AssetsDo You Have Life Insurance?List any or all of your different plicies Name of Insurance Company Name of Insured Death Benefit Actions Edit Delete There are no Poicies. Add Policy Maximum number of poicies reached. Insurance Benefit TotalWhat major purchases are you planning after retirement?Include large puchases Intended Purchase Est. Cost Actions Edit Delete There are no Planned Purchases. Add Planned Purchase Maximum number of planned purchases reached. Planned Purchases TotalFor travel, what do you expect your annual travel budget to be? What are your ideas for your retirement?