{"id":6717,"date":"2016-06-19T23:24:02","date_gmt":"2016-06-19T23:24:02","guid":{"rendered":"https:\/\/www.process.st\/templates\/quality-financial-plan-checklist\/"},"modified":"2016-06-19T23:24:02","modified_gmt":"2016-06-19T23:24:02","slug":"quality-financial-plan-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/quality-financial-plan-checklist\/","title":{"rendered":"Quality Financial Plan Checklist"},"content":{"rendered":"<section id=\"personal-information\">\n<h2> Personal Information: <\/h2>\n<\/section>\n<section id=\"employment-income\">\n<h2> Employment Income <\/h2>\n<\/section>\n<section id=\"marital-status\">\n<h2> Marital Status <\/h2>\n<\/section>\n<section id=\"other-income\">\n<h2> Other Income <\/h2>\n<\/section>\n<section id=\"dependants\">\n<h2> Dependants <\/h2>\n<\/section>\n<section id=\"state-of-residence\">\n<h2> State of Residence <\/h2>\n<\/section>\n<section id=\"personal-health\">\n<h2> Personal Health <\/h2>\n<\/section>\n<section id=\"life-expectancy\">\n<h2> Life Expectancy <\/h2>\n<\/section>\n<section id=\"state-of-residence-in-retirement\">\n<h2> State of Residence (In Retirement) <\/h2>\n<\/section>\n<section id=\"smoking-preference\">\n<h2> Smoking Preference <\/h2>\n<\/section>\n<section id=\"resource-data-required\">\n<h2> Resource Data Required: <\/h2>\n<\/section>\n<section id=\"sources-of-retirement-income\">\n<h2> Sources of retirement income <\/h2>\n<\/section>\n<section id=\"net-worth\">\n<h2> Net worth <\/h2>\n<\/section>\n<section id=\"taxable-accounts\">\n<h2> Taxable accounts <\/h2>\n<\/section>\n<section id=\"tax-deferred-accounts\">\n<h2> Tax deferred accounts <\/h2>\n<\/section>\n<section id=\"emergence-account\">\n<h2> Emergence account <\/h2>\n<\/section>\n<section id=\"tax-free-accounts\">\n<h2> Tax free accounts <\/h2>\n<\/section>\n<section id=\"social-security-optimization\">\n<h2> Social security optimization <\/h2>\n<\/section>\n<section id=\"other-assets-real-estate-illiquid-investments-etc\">\n<h2> Other assets (real estate, illiquid investments, etc.) <\/h2>\n<\/section>\n<section id=\"willingness-to-save-more\">\n<h2> Willingness to save more <\/h2>\n<\/section>\n<section id=\"current-cash-flow-analysis\">\n<h2> Current cash flow analysis <\/h2>\n<\/section>\n<section id=\"deferred-comp\">\n<h2> Deferred comp <\/h2>\n<\/section>\n<section id=\"stock-options\">\n<h2> Stock options <\/h2>\n<\/section>\n<section id=\"restricted-stock\">\n<h2> Restricted stock <\/h2>\n<\/section>\n<section id=\"goals-and-objectives\">\n<h2> Goals and Objectives: <\/h2>\n<\/section>\n<section id=\"desired-retirement-age\">\n<h2> Desired retirement age <\/h2>\n<\/section>\n<section id=\"health-care-costs-medicare-part-b-d-medigap-out-of-pocket\">\n<h2> Health care costs (Medicare Part B, D, Medigap, Out of Pocket) <\/h2>\n<\/section>\n<section id=\"basic-retirement-needs-food-clothing-shelter-taxes-utilities-etc\">\n<h2> Basic retirement needs (food, clothing, shelter, taxes, utilities, etc.) <\/h2>\n<\/section>\n<section id=\"expectations-of-what-retirement-will-be-like\">\n<h2> Expectations of what retirement will be like <\/h2>\n<\/section>\n<section id=\"general-concerns-or-worries-about-retirement\">\n<h2> General concerns or worries about retirement <\/h2>\n<\/section>\n<section id=\"leave-bequestcharitable-giving\">\n<h2> Leave bequest\/charitable giving <\/h2>\n<\/section>\n<section id=\"major-purchases\">\n<h2> Major purchases <\/h2>\n<\/section>\n<section id=\"travel-goals\">\n<h2> Travel goals <\/h2>\n<\/section>\n<section id=\"car-goals\">\n<h2> Car goals <\/h2>\n<\/section>\n<section id=\"education-goals\">\n<h2> Education goals <\/h2>\n<\/section>\n<section id=\"home-improvement-goals\">\n<h2> Home improvement goals <\/h2>\n<\/section>\n<section id=\"providing-care-for-parents\">\n<h2> Providing care for parents <\/h2>\n<\/section>\n<section id=\"wedding\">\n<h2> Wedding <\/h2>\n<\/section>\n<section id=\"other\">\n<h2> Other <\/h2>\n<\/section>\n<section id=\"liabilities-required-for-plan\">\n<h2> Liabilities Required for Plan: <\/h2>\n<\/section>\n<section id=\"mortgage\">\n<h2> Mortgage <\/h2>\n<\/section>\n<section id=\"credit-card-debt\">\n<h2> Credit card debt <\/h2>\n<\/section>\n<section id=\"taxes-owed\">\n<h2> Taxes owed <\/h2>\n<\/section>\n<section id=\"heloc\">\n<h2> HELOC <\/h2>\n<\/section>\n<section id=\"alimony-or-other-recurring-obligations\">\n<h2> Alimony or other recurring obligations <\/h2>\n<\/section>\n<section id=\"student-debt\">\n<h2> Student Debt <\/h2>\n<\/section>\n<section id=\"vehicle-loans\">\n<h2> Vehicle loans <\/h2>\n<\/section>\n<section id=\"business-debt\">\n<h2> Business debt <\/h2>\n<\/section>\n<section id=\"risk-data\">\n<h2> Risk data: <\/h2>\n<\/section>\n<section id=\"client-market-riskloss-tolerance\">\n<h2> Client market risk\/loss tolerance <\/h2>\n<\/section>\n<section id=\"life-insurance-needs\">\n<h2> Life insurance needs <\/h2>\n<\/section>\n<section id=\"coclient-risk\">\n<h2> Co-client risk <\/h2>\n<\/section>\n<section id=\"inflation-risk\">\n<h2> Inflation risk <\/h2>\n<\/section>\n<section id=\"longevity-risk\">\n<h2> Longevity risk <\/h2>\n<\/section>\n<section id=\"ltc-needs\">\n<h2> LTC needs <\/h2>\n<\/section>\n<section id=\"di-needs\">\n<h2> DI needs <\/h2>\n<\/section>\n<section id=\"pc-or-umbrella-needs\">\n<h2> P\/C or Umbrella needs <\/h2>\n<\/section>\n<section id=\"results-data-required\">\n<h2> Results data required: <\/h2>\n<\/section>\n<section id=\"impact-for-inflation\">\n<h2> Impact for inflation <\/h2>\n<\/section>\n<section id=\"impact-of-additional-savings\">\n<h2> Impact of additional savings <\/h2>\n<\/section>\n<section id=\"impact-of-asset-allocation\">\n<h2> Impact of asset allocation <\/h2>\n<\/section>\n<section id=\"impact-of-lower-returns-on-plan\">\n<h2> Impact of lower returns on plan <\/h2>\n<\/section>\n<section id=\"impact-of-longterm-care-needs\">\n<h2> Impact of long-term care needs <\/h2>\n<\/section>\n<section id=\"impact-of-unexpected-losses-on-plan\">\n<h2> Impact of unexpected losses on plan <\/h2>\n<\/section>\n<section id=\"impact-of-premature-death-on-plan\">\n<h2> Impact of premature death on plan <\/h2>\n<\/section>\n<section id=\"likelihood-of-funding-all-goals-monte-carlo\">\n<h2> Likelihood of funding all goals (Monte Carlo) <\/h2>\n<\/section>\n<section id=\"likelihood-of-funding-basic-needs-monte-carlo\">\n<h2> Likelihood of funding basic needs (Monte Carlo) <\/h2>\n<\/section>\n<section id=\"impact-of-sequence-of-returns-on-plan\">\n<h2> Impact of sequence of returns on plan <\/h2>\n<\/section>\n<section id=\"impact-of-concentrated-stock-exposure-to-plan\">\n<h2> Impact of concentrated stock exposure to plan <\/h2>\n<\/section>\n<section id=\"impact-of-cut-to-social-security-or-pension-to-plan\">\n<h2> Impact of cut to social security or pension to plan <\/h2>\n<\/section>\n<section id=\"creation-of-withdrawal-policy--investment-policy-statements\">\n<h2> Creation of Withdrawal Policy \/ Investment Policy Statements <\/h2>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Personal Information: Employment Income Marital Status Other Income Dependants State of Residence Personal Health Life Expectancy State of Residence (In Retirement) Smoking Preference Resource Data Required: Sources of retirement income Net worth Taxable accounts Tax deferred accounts Emergence account Tax free accounts Social security optimization Other assets (real estate, illiquid investments, etc.) Willingness to save [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"71","template_description":"","template_id":"k0d1zLWrmFcIrVlLcP5I2w","task_0":"Personal 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