Wealth Plan Maintenance Questionnaire Name(Required) First Last Spouse Name First Last For each question below, please choose "Yes" if there has been a change in the past year, since we last updated your financial planning, or if you anticipate a change.Have you opened any new financial accounts (bank, investment, retirement, etc.)?(Required) Yes No Have you acquired or disposed of any significant new assets?(Required) Yes No Has the ownership of any of your assets changed?(Required) Yes No Has your income changed significantly (new source, substantial increase or decrease)?(Required) Yes No Have you taken out any new loans or mortgages?(Required) Yes No Have you paid off any loans or mortgages?(Required) Yes No Have you changed jobs?(Required) Yes No Have your living expenses changed (new or increased, decreased or eliminated)?(Required) Yes No Have your retirement goals changed?(Required) Yes No Have you added any children or grandchildren to your family?(Required) Yes No Have you made any major purchases (new or vacation home, land, boat, car, etc.)?(Required) Yes No Are you planning any major purchases in the next year or so?(Required) Yes No Have you sold any real estate or personal property?(Required) Yes No Has your tolerance for risk related to your investments changed?(Required) Yes No Have you purchased, changed or cancelled any liability, life, disability, or longterm care insurance policies?(Required) Yes No Have you made gifts over $18,000 to charity, children, or others?(Required) Yes No Have your estate distribution goals changed (death of a beneficiary, new beneficiary, new charitable interests, etc.)?(Required) Yes No Have you executed any new estate planning documents (wills, trusts, powers of attorney, etc.)?(Required) Yes No Have you funded any trusts or other estate planning instruments?(Required) Yes No Have you received an inheritance?(Required) Yes No Are there changes to your financial situation or goals that may affect your planning?(Required) Yes No What is the biggest concern about your financial future?What topics would you like to know more about as it relates to your future?What recommendations would you suggest to improve the service you receive?What services would you like to receive from us that you are not receiving currently? Δ
