Financial Progress Meeting - Stewardship - Mortgages, Insurance, Financial Planning, & Estate Planning

Name*

First Last

Email*

Who is your advisor?*

Jake Norton
Jeremy Sharp

Has your cash flow (income or expenses) changed since the last time we connected?*

Yes
No

EXAMPLES: A raise with your employer, paid off a car debt, added or changed housing debt, etc...

How much has your cash flow changed?

Type the total amount your income or expenses has changed and be sure to notate if it has increased or decreased.

Has your employment changed since the last time we connected?*

Yes
No

How much has your employment changed?

EXAMPLES: New employer. New position with employer. New business. Etc...

Do you have significant expense(s) that needs to be planned for?*

Yes
No

EXAMPLE: wedding, car purchase, home purchase, etc...

What is the amount of the significant expense and when does it need to be paid?

Type the total amount of the expense and the date when you plan to pay it

What is the current balance of your liquid assets? (checking and saving accounts)*

Which of the following best describes your overall feeling about your investments?*

I do not focus on it. I put my energy towards my career, income, and family and trust Stewardship to handle the investments for me.
I look at my account balances from time to time, but do not worry about it. I am confident about my financial future.
I am concerned about my investments and do worry about my financial future from time to time.
I am very concerned about recent events in the market and am eagerly awaiting a discussion about what changes can be made.
I am worried. I have fear about about my financial future based on recent market events or a recent change to my finances.

One of the goals of this meeting is to give you confidence about the next steps for your financial future. What other questions or concerns would you like addressed in the meeting?

Financial Progress Meeting Questionnaire