Financial Needs Analysis

Take a full snapshot of a household's money life: income, debts, monthly spending, retirement accounts, insurance and goals. With it, a planner can walk into the first appointment ready with concrete recommendations.

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In the Claude connectors directory

Full Name

First Name

Last Name

Your Birth Date

Phone Number

Address

Street Address

City

State / Province

ZIP / Postal Code

Spouse's Name

First Name

Last Name

Spouse's Birth Date

Spouse's Email

Spouse's Cell

Child 1

First Name

Last Name

Child's Date of Birth

Child 2

First Name

Last Name

Child's Date of Birth

Child 3

First Name

Last Name

Child's Date of Birth

Child 4

First Name

Last Name

Child's Date of Birth

Additional children: names and birth dates

Profession

Do you intend to retire where you live now?

How often do you get paid?

Your take-home (net) pay

Spouse's Occupation

How often does your spouse get paid?

Your spouse's take-home (net) pay

Total of All Additional Income

Do you receive any additional monthly income?

Rental income Side business Child support Government benefits Investment income None

What is your biggest financial headache?

Housing Situation

Currently renting Own with a mortgage Own outright Living with family

When are you planning to buy a house?

Monthly rent or mortgage

Interest Rate

Mortgage Balance

Car Payment 1 Amount

Approximate Total Owed

Car Payment 2 Amount

Approximate Total Owed

Credit Card or Loan Payment

Approximate Total Owed

Credit Card or Loan Payment

Approximate Total Owed

Credit Card or Loan Payment

Approximate Total Owed

Other credit card debts (name / balance / rate)

Do you have a loan against your current 401k/403b/457/TSP?

Remaining balance of the retirement account loan

Last filed income tax outcome

Approximate utilities (gas, water, trash, electric)

Approximate tech (internet, cell, cable)

Approximate monthly grocery spend

Approximate monthly dining-out spend

Approximate car insurance cost

Approximate fuel spend

Approximate health insurance cost

Approximate hobbies spend

Approximate child care cost

Approximate child support

Approximate alimony

Approximate personal care spend

Which retirement accounts do you have? (bring statements to the appointment)

Which retirement accounts does your spouse have? (bring statements to the appointment)

Approximate retirement value (current account)

Approximate retirement value (old accounts)

Spouse retirement value (current account)

Spouse retirement value (old accounts)

Approximate liquid cash (savings / stocks)

College savings (529 or other)

What type of life insurance do you have? (bring the policy to the appointment)

How much do you feel is left over after all the bills are paid?

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