INVESTMENT PLANNING TEMPLATE

CURRENT SITUATION	What amount per month are you safely able to invest as of today?	List all current income investments, i.e., rental properties, etc.
$
Are you currently investing in an employer’s retirement plan?
___ Yes ___ No ___ N/A
Contribution Amount	Contribution Frequency
List all current growth investments
Matching contribution offered by employer?
___ Yes ___ No ___ N/A
Define max matching employer funds ( $ or % )
Currently contributing max matching employer funds?
___ Yes ___ No ___ N/A

ASSESSMENT	Is there a better use of my money?
Does my current strategy support my retirement goals?
What are the sacrifices currently made due to investment contributions?
Am I comfortable / satisfied with current investments?
Are there changes that should be implemented?
Am I in a place to make adjustments? Define any roadblocks.
What further information is required to make these decisions?
What are my research resources?

PRIORITY RANKING	Rank the following INVESTMENT GOALS on a scale from 1 (most important) to 10 (least important)
Protecting assets from creditor claims
Income tax reduction
Minimizing principal loss
Maximizing large short-term gain potential
Ensuring stable, steady, if slow, growth for long-term, future needs, i.e., college, retirement, etc.
Maximizing current income
Building savings for short to mid-term large purchases
Maximizing estate value for heirs
Minimizing estate taxes owed upon death
Maximizing liquidity should funds be required quickly

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