Fill up this form to receive your customized financial report.

Our programs follow the plans of $2,000,000 in 20 years, $20,000 in 5 years, or $5,800,000 in 20 years, but this form will allow you to calculate any combination of Net Worth goal and Time Horizon.

This determines how your recommended numbers will be calculated. Choose the net worth goal and the amount of time you aim to reach it..

Net Worth Goal

Profile Info

Monthly Income

The following categories correspond to the 5 sources of income recommended to optimize your income. Please input the MONTHLY earnings from each source of income. If one income source doesn’t apply, type “0”.

Salary (W2):
Independent Contractor (1099):
Real Estate (Investment Property):
Interest & Dividends:
Business Ventures:
TOTAL MONTHLY INCOME:

You will discuss with your Investment Advisor Fiduciary next steps based on whether you are ahead or behind your $2 million goal.

Current Assets

This section is for your liquid current asset balances from both the cash and securities asset classes only. If one asset class doesn't apply, type “0.”

Checking:
Saving:
CDs (Certificate of Deposit):
TOTAL CASH ASSETS:
401K:
Roth IRA:
Traditional IRA:
SEP IRA:
Individual Brokerage:
Other Assets:
TOTAL SECURITIES ASSETS:

You will discuss with your Investment Advisor Fiduciary next steps based on whether you are ahead or behind your $2 million goal.

Real Estate Assets

This calculates your total net assets in real estate investment properties. If you have multiple investment properties, add them to create one total. If this real estate investment property asset class doesn’t apply, type “0”.

Real Estate Market Value:
Real Estate Mortgage Balance:
REAL ESTATE NET VALUE:

Business Assets

This calculates your total net assets in business ventures. Note this is an estimation of what the business is worth compared to what was invested into the business venture. If this business asset class doesn’t apply, type “0”.

Business Value:
Business Investment:
BUSINESS NET VALUE:

Credit Card Debt

We use these figures to determine the recommended percentages, amounts, and time horizon to pay down your credit card debt. If one credit card doesn’t apply, type “0”.

Credit Cards Balances:
Credit Cards Max Limits:
Min. Monthly Payment:
Number of Credit Cards:
Current Credit FICO Score:

Monthly Percentage Budgeting

Here, you will organize your total monthly expenses into 8 different categories. With these numbers, we will determine the percentages of your income going toward each area, and then we will compare benchmark percentages and calculate recommended amounts to reshape your budget. If one expense class doesn’t apply, type “0”.

Housing:
Transportation:
Meals:
Entertainment:
Insurance:
Utilities:
Healthcare:
Student Loans:
TOTAL HOUSEHOLD EXPENSES:
DISPOSABLE INCOME MONTHLY:

You will discuss with your Investment Advisor Fiduciary next steps based on whether you are ahead or behind your $2 million goal.