Initial Interview
I explain our comprehensive financial planning process. You then are able to determine your priorities and what areas you want us to initially cover. I explain my responsibilities as your planner including a discussion about how and by whom we will be compensated. We also discuss your responsibilities as a client.
Link to Your Priorities Checklist and feedback page
You set the Priorities Checklist, Printable Acrobat reader PDF file
You set the Priorities
Please check all items you are interested in discussing.
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q Enhanced Lifestyle Plan q A financial analysis q Estate maximization q How to pay my Estate “taxes” q Ways to protect my families lifestyle q Mortgage protection insurance q Mortgage renewal (renewal date ___/___/___) q Insurance on myself q Insurance on my spouse q Insurance on my children / grandchildren q Converting temporary insurance q Ways to protect my income in the event of sickness or accident
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q Tax-favoured investments /annuities q My Risk profile and my current portfolio q Asset management q Portfolio Evaluation q Diversification (Modern Portfolio Theory) q Planning for retirement q Pension maximization q Existing policy / plan review q Auto insurance review (renewal date ___/__/____) q Home insurance review (renewal date ___/__/____) q Commercial insurance review (renewal date ___/__/____) Other ________________
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Business Owners only
Please check off any items of interest or concern.
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q Business Succession Planning q Buy / Sell Plans q Key Employee Insurance q Pension / profit sharing q Executive compensation |
q Executive bonus plans q Shareholder benefits q Business Overhead Expense Protection q Business loan insurance q Group Insurance (renewal date ___/___/____) q Business Life Insurance q Business Insurance (best value?) review (Property & casualty) date ___/____/_____) Other ___________________________
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Future Plans
Please check off all that apply within the next two years.
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q New home q Change job q Lose weight q Stop smoking q Pay off loans q Start Business q Bonus q Salary Increase |
q Marriage q Children q Save more q Retirement q Inheritance q Sell Business q Sell Property Other ___________________ |
For more information contact:
J. Paul Wilson, CFP, CLU, CH.F.C., TEP
2-33 Thorne Avenue, Dartmouth, Nova Scotia, B3B 2E7
Halifax/Dartmouth (902) 429-2696 ext. 225 Toll Free 1-877-429-2696 ext.225
Web site: www.jpw.ca Email: paul@maritimewealth.com
