SMM CLIENT PROFILE

SAFE MONEY MILLIONAIRE CLIENT PROFILE Date: __________________________ Client Name:_____________________________________ Age:_______ Profession:___________________________________ Spouses Name: __________________________________ Age: _______ Profession: ___________________________________ Total Combined Income: $________________________________ Total Income Tax: $______________________________ # Dependants: _______________________ Married: ________ Single: ________ Desired Retirement Age __________________ Desired Mo. Retirement Income ______________________________ Email Address: ________________________________________________________________________________________ How do you feel about your financial situation in general? ____________________________________________________________ DEBT TYPE

$ PAYMENT

INT %

$ BALANCE

$ LIMIT

$ AVAILABLE

Auto

Years Left:

Mortgage/Rent

Years Left:

nd

2 Mortgage (HELOC)

Years Left:

Credit Rating: Excellent Good Savings, Retirement, Emergency Savings: Type of Investment

Average Amount

$ $ $ $ $ $

Poor Interest

Comments % % % % % %

What 3 Things Do You Want & You Don’t Currently Have Financially? 1.__________________________________2.__________________________________ 3.__________________________________ Top 2 Reasons You Don’t Have These Things Right Now? 1.__________________________________________________ 2._____________________________________________________ Will You Have These Things If You Stay On Your Present Track? Y________ N________ Motivation: Him: ________ Her: _________ Comments & Notes: ___________________________________________________________________________________________ ____________________________________________________________________________________________________________ ___________________________________________________________________________________________________________