Start Today Online Fact Finding

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!

Spouses Name *

First

Last

Choose Any *

M F

Current Concerns

Current Concerns *

Future Expenditures *

Real Estate

Outstanding Mortgage *

Term Remaining (Years) *

Interest *

Debt Related

Please list any outstanding debts other than mortgages *

Insurance

General HEalth *

Choose Any *

Preferred Standard Non-tobacco Tobacco

Select One *

Yearly Premium *

Death Benefit *

Cash Value *

GENERAL HEALTH *

Choose Any *

Preferred Standard Non-tobacco Tobacco

Select One *

Yearly Premium *

Death Benefit *

Cash Value *

Husband

Wages/Salary *

Social Security *

Pension *

Investment Income *

Rental Income *

Other Income *

Total Income *

Desired Retirement Income *

Wife

Wages/Salary *

Social Security *

Pension *

Investment Income *

Rental Income *

Other Income *

Total Income *

Desired Retirement Income *

Do you expect a significant change in cash flow in the near future? *

Yes No

Please Explain *

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 *

Any asset not listed *

Redirected Money

Monthly Over-Payments from Debts *

Monthly Contribution to Investments *

Spending Planner (Found discretionary money) *

Amount to Pull from Qualified Accounts *

Amount to Pull from non-Qualified Accounts *

1035 Exchange *

Life Ins. Premium Being Replaced Monthly *

Other Available Money (Future) *

Address *

Line 1

Line 2

City

State

Zip Code

Country

Phone Number *

Email *

Start Today

Current Concerns

Real Estate

Debt Related

Insurance

Income & Expenses

Investment Accounts: Non-Qualified Accounts, Qualified Accounts, Savings Accounts

Redirected Money

Location

Contact Us

Start Today

Current Concerns

Real Estate

Debt Related

Insurance

Income & Expenses

​Investment Accounts: Non-Qualified Accounts, Qualified Accounts, Savings Accounts

Redirected Money

Location

Contact Us

Investment Accounts: Non-Qualified Accounts, Qualified Accounts, Savings Accounts