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    VisionPointInsurance Solutions

    Personal Financial Strategy

    Building a solid financial foundation

    Instructions
    After filling out this form, please click the Download as PDF button at the bottom of the page, then send the downloaded file via email to info@visionpoint.financial.

    Personal Information

    Concerns

    Goals

    Emergency Fund, Protection, Education, Retirement, Home, Travel

    Monthly Income

    Assets
    Type/Company
    Value
    Contribution
    Market Value of Home(s)
    Mutual Funds/Stocks
    Savings Account
    Checking Account
    Retirement Account
    Client Life Insurance Policy
    Spouse Life Insurance Policy
    Assets Total
    Liabilities
    Type/Company
    Value
    Contribution
    Mortgage
    2nd Mortgage
    Car Loan
    Credit Cards
    Personal Loans
    Other Debt/Loans
    Liabilities Total

    Monthly Cash Flow Calculation

    Total Income
    -
    Total Asset
    Contribution
    -
    Total Liability
    Contribution
    -
    Total Monthly
    Expenses
    =
    Monthly
    Cash Flow

    Monthly Expenses

    Enter total estimated monthly amounts for each category.

    1. Housing

    (required)

    2. Long-Term Debt

    (required)

    3. Food

    4. Transportation

    (required)

    5. Utilities & Communication

    (required)

    6. Out-of-Pocket Medical Expenses

    (required)

    7. Durable Goods

    (required)

    8. Non-Durable Household Goods

    (required)

    9. Personal Wellness & Recreation

    (required)

    10. Insurance (Non-property/Non-auto)

    (required)

    11. Charitable Donations

    (discretionary)

    12. Subscriptions

    (discretionary)

    13. Business Expenses

    (required)(if applicable)

    14. Petty Cash/Miscellaneous

    15. Childcare

    (required)

    16. Education/Tuition Materials

    (required)

    17. Taxes Not Withheld at Source

    (required)(if applicable)

    18. Legal, Professional & Court-Ordered Obligations

    (required)(if applicable)

    19. Family Support

    (required)(if applicable)

    20. Irregular Annual Obligations (Sinking Funds)

    (required)

    21. Savings & Investments - Savings

    Estate Preservation