Life Events Checklist

Any of the events listed below could have significant implications for your present or future financial situation, needs or plans. Please let us know which of these events you have experienced recently or expect to experience in the near future: (Please add any pertinent information to the Notes Section. Ex. Buying a new home, when/how much?)



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Life Event Checklist



















Primary Client's Income - (Before Taxes)

Co-Client's Income - (Before Taxes)















Family Expense Worksheet
EXPENSES
Current Year Estimate
Monthly $
Annual $
    Household:
Rent/Mortgage
Real Estate Tax
Personal Property Tax (i.e. Auto)
HOA/Condo Fees
Improvements
Furnishings
Maintenance
Lawn Care/Landscaping
Housekeeping
Child Care
Legal
Accounting/Tax Preparation
Other
    2nd Property:
Rent/Mortgage
Real Estate Tax
Personal Property Tax (i.e. Auto)
HOA/Condo Fees
Improvements
Furnishings
Maintenance
Lawn Care/Landscaping
Housekeeping
Other
    Utilities:
Electricity
Gas
Oil/Heating Fuel
Cell Phone
Trash Removal
Water/Sewer
Internet/Phone/Cable
Other
    Daily Living:
Groceries
Person Supplies
Salon/Personal Care
Other
    Debt Management:
Auto Loan #1
Auto Loan #2
401k Loan
Credit Card #1
Credit Card #2
Credit Card #3
Student Loans
Other
    Automobiles:
Fuel
Service & Repairs
Other
    Insurance:
Homeowner's Insurance
Auto Insurance
Health/Medical Insurance
Medical Out-of Pocket Expenses
Prescription Out-of Pocket Expenses
Other Medical Health Expenses (i.e. Prescriptions)
Long-Term Care Insurance
Life Insurance
Disability Insurance
Personal Liability/Umbrella Insurance
Other (i.e. FEMA Flood Insurance)
    Dues/Subscriptions:
Club Memberships
Gym Memberships
Newspaper/Magazine
Other
    Entertainment:
Dining Out
Dates/Outings
Hobbies
Other
            Clothing:
Clothing, Shoes, Jewelry, Etc...
            Travel:
Hotel, Flight, Vacation Spending, Etc..
            Gifting:
Holidays, Birthdays, Etc...
            Charitable Giving:
Cash, Donation of Items, Etc...
    One-Off Expenses:
Home Improvements
College Tuition
Wedding
Other
    Miscellaneous:
Other - Home Security
Other - Home Pest Treatment
Other - Auto Registrations
Other - Vacation Home Expenses
Other - Misc. Costs
            Total:


Risk Assessment






Portfolio Assessment Checklist




Advisory services offered through Demand Wealth, LLC, an SEC Registered Investment Advisory firm.