Green Financial Client Update Form

*Required Fields

Street address, P.O. box, company name, c/o

Apartment, suite , unit, building, floor, etc.

1. HAVE THERE BEEN ANY MATERIAL CHANGES TO YOUR FINANCIAL SITUATION?

If yes, please indicate the changes below

2. HAVE YOU HAD ANY, OR DO YOU EXPECT ANY, MAJOR LIFE CHANGES THAT COULD IMPACT YOUR INVESTMENT PLANNING OVER THE NEXT 3-5 YEARS? (EMPLOYMENT, COLLEGE, MARITAL STATUS, CHILDREN, MAJOR PURCHASE, ETC)?

3. DO YOU ANTICIPATE NEEDING TO MAKE ANY WITHDRAWALS, OUTSIDE OF ANY YOU ARE ALREADY TAKING REGULARLY, FROM YOUR INVESTMENT ACCOUNTS OVER THE NEXT 3-5 YEARS?

 

5a. Have you planned for unexpected loss of income via disability insurance?

5b. If married and both are working, do you both have disability coverage?

5c. Would you like to discuss disability coverage?

 

6a. Have you planned for unexpected nursing home or in-home care needs via long term care insurance?

6b. If married, do you both have LTC coverage?

6c. Would you like to discuss LTC coverage?

7a. Have you planned for your dependents to be taken care of financially in the event of your death via life insurance?

7b. If married, do you both have life insurance

7c. Would you like to discuss life insurance

 

To get the most from our meeting, please check all you would like to discuss

Click Here to Print the Completed Form for Your Records

Reminder note: Please make sure you have designated beneficiaries for all of your assets and review them periodically. Also it is important to have a valid will and directives in place and to ensure someone knows where to find your important documents.