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Needs Analysis Checklist
Name
Financial Goals Planning:
Cash Flow and Net Worth Analysis
Risk Management - Insurance Analysis and Coverage
Investment Portfolio Analysis and Recommendations
Retirement Planning
College Funding
Estate Planning Preparation
Real Estate Planning
Investment Management:
Investor Profile and Risk Tolerance
Current Portfolio Analysis
Tax Efficiency with Cap Gains / Loss Harvesting
Custom Portfolio Design, aligned with Client's Investment Objectives & Timelines
Income Generation & Projections
Rollovers, Roth conversions, and active 401(k) management
Tax Planning:
Tax Efficient Portfolio Design
Tax Loss Harvesting Opportunities
Charitable Strategies
Roth IRAs, backdoor Roth, and Conversions
Other:
What phase of life are you in?
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