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To begin the path of Financial Freedom, please fill out the fact finding survey below, so the experts at Dottenwhy Financial Group, LLC can get you started today!
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Name
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First
Last
Choose Any
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M
F
Desired Retirement Age
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Birthdate
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Spouses Name
*
First
Last
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Choose Any
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M
F
Desired Retirement Age
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Birthdate
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Number of Children, Ages
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4 - 11.15.17.20
State of Issue
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Current Concerns
Current Concerns
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Controlling Spending
Eliminating Debt
Reducing Taxes
Providing for children's or grandchildren's education
Maximizing Savings
Future Expenditures
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Real Estate
Personal Residence Information:
Mortgage Payment (P&I only)
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Outstanding Mortgage
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Term Remaining (Years)
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Interest
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Type of Mortgage
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Fixed Term
ARM
Interest Only
Applicable Term
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5 yr
7 yr
10 yr
15 yr
30 yr
Debt Related
Please list any outstanding debts other than mortgages
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Please list all available information: Name, Amount Owed, Interest Rate, Minimum Payment, Actual Payment
Insurance
Husband Life Insurance
General HEalth
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Choose Any
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Preferred
Standard Non-tobacco
Tobacco
Select One
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Permanent
Term
Yearly Premium
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Death Benefit
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Cash Value
*
Wife Life Insurance
GENERAL HEALTH
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Choose Any
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Preferred
Standard Non-tobacco
Tobacco
Select One
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Permanent
Term
Yearly Premium
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Death Benefit
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Cash Value
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Income & Expenses
Monthly Gross Income
Husband
Wages/Salary
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Social Security
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Pension
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Investment Income
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Rental Income
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Other Income
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Total Income
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Desired Retirement Income
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Wife
Wages/Salary
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Social Security
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Pension
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Investment Income
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Rental Income
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Other Income
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Total Income
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Desired Retirement Income
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Do you expect a significant change in cash flow in the near future?
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Yes
No
Please Explain
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Investment Accounts: Non-Qualified Accounts, Qualified Accounts, Savings Accounts
List account type IRA, Roth, 401K, 403b, 457, Savings, etc. Check the box if the account value, contributions, or both are available
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Please list all available information: Financial Institution, Account Type, Account Value, Available?, Monthly Contribution, Available?
Any asset not listed
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Redirected Money
Monthly Over-Payments from Debts
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Monthly Contribution to Investments
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Spending Planner (Found discretionary money)
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Amount to Pull from Qualified Accounts
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(5% to 10% a year or 72T)
Amount to Pull from non-Qualified Accounts
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1035 Exchange
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Life Ins. Premium Being Replaced Monthly
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Other Available Money (Future)
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Total
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Address
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Line 1
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City
State
Zip Code
Country
Phone Number
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Email
*
Submit
Home
What is Infinite Banking?
Education Center
Recommended Reading
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About US