Financial Planning Worksheet Financial Planning Name * Name First First Last Last Date of Birth * Phone * Email * Are you a US Citizen? * Yes No Your Employment Situation * EmployeeS Corp, LLC, LP or Corporation OwnerSole ProprietorRetiredHomemakerOther Your Employment Situation Occupation * Are you married or are you in a relationship with a partner who would be included in this plan? * Yes No Spouse or Partner Name * Spouse or Partner Name First First Last Last Date * Phone * Email * Are you a US Citizen? Yes No Partner Employment Situation * EmployeeS Corp, LLC, LP or Corporation OwnerSole ProprietorRetiredHomemakerOther Partner Employment Situation Partner Occupation * If you are human, leave this field blank. Next
