Collect Financial Data

 

The first step for a successful financial planning is information collection. There is a broad range of information needs to be considered in order to make informed financial decision. An analysis of these information will reveal the financial objectives and constraints, and thus build a successful financial plan.

Personal Data

Age
Marital Status
Number of dependants
Health situation
Employment status
Taxation status
Estate status

Data source:
Pay stubs
Bank statements
Tax returns
Notice of assessment
Employee benefit statement
Pension statement
Mortgage statement
Loan statement
Non-registered investment statement
RRSP statement
Insurance policies
Will / power of attorney

Personal Networth

Download the Personal Networth form here

Family Budget

Download the Family Budget form here

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