Step 1 of 5 20% Name* First Last Best day of the week:* Date Format: MM slash DD slash YYYY Reason for Meeting Your wages*Your Social Security*PensionInterest IncomeAnnuity PaymentsYour Total IncomeMarried*YesNoSpouse WagesSpouse Social SecuritySpouse PensionSpouse Interest IncomeSpouse Annuity PaymentsSpouse TotalAverage Monthly ExpensesDoes your monthly income cover your expenses?YesNoNot sureDo you expect any major changes in your income?YesNoNot sureAre you anticipating any major life style changes?YesNoNot sureDo you expect to make any large purchases within three years?YesNoNot sure DebtHome ValueDo you own investment property?YesNoOther real estate valueDo you own a second homeYesNoOther DebtsDebt nameAmount OwedPayoff Date Press the "+" to add another row PLEASE DO NOT LIST ANY INVESTMENTS CURRENTLY MANAGED BY MCADAMS GROUP LLCOnly list bank accts, Money Markets, Brokerage Accts, Stocks, Bonds, and Other Investments held outside of McAdams Group.ListCompany & Investment TypeOwner's InitialsInterest rate %Purchase Date (mm/dd/yyyy)Original ValueCurrent ValueLocation Held Liquid $Long Term $Total Have there been any changes or additions to your family since your last review:AdditionalChildrenGrandchildren Updates to financial goals:Do you know anyone who benefit from our services?NamePhone NumberEmail Press the "+" to add another row