Modern Wealth
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Vision Meeting Intake

Before we build your plan

Every question here is a line on your one-page plan. Answer what you can and estimate the rest: a number you are unsure of is far more useful than a blank, and we will correct it together. Ten minutes now means you arrive to a plan already drafted rather than watching me build one.

If you are a couple, fill this in together, once. The money is one household and the plan treats it that way. The only part you answer separately is the Three Questions, and that separation is deliberate.

Everything you share is encrypted, stored in my client records, and never shared outside the firm. Please do not include account numbers or Social Security numbers.

Your household

Leave the second pair blank if this is just you.

What matters most

This part is not a form field, and it is the one thing you do separately. If you have not already answered the Three Questions, do that now: about fifteen minutes each, somewhere quiet, and without reading each other's answers first. Comparing them is my job, and it is usually the most useful conversation of the meeting.

They are the reason the top of your plan says something specific rather than "family, security, freedom". I read your answers and draw out the four lines that go on the page, then we check them together at the meeting.

Where the money goes

Last twelve months, roughly. I work out day-to-day living costs from what is left over, so there is no budget to reconstruct.

Goals

Three, in the order they matter. A rough year is fine.

Net worth

Everything counted together: investments, retirement accounts, property and the business, less what you owe. One number.

The last two draw the trend line on your plan. Skip them if you do not know; almost nobody does off the top of their head.

Where your investments sit

Roughly how your investable assets split across the three tax treatments. Amounts or percentages, whichever you have.

Protection in place

The four things that decide whether a plan survives a bad year.

Anything else

This goes straight into my client records. It is not shared with anyone outside the firm, and it is not used for anything other than building your plan.