Vision Meeting Intake

Before we build your plan

Everything you share here goes onto your One Page Plan, in your own words and figures. That way our meeting is spent on what matters to you, not on fact-finding. Estimates are fine: we will refine them together.

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.

Vision Intake Form

About ten minutes. You only see the questions that apply to you. Estimates are fine, and anything marked optional can be left blank.

Your household

First name

Last name

Partner's first nameOptional

Partner's last nameOptional

EmailOne is enough, and it matches this to your record, so use the address you used before.

Your birth yearYear is enough.

Partner's birth year

Children living at home

Their agesOptional

Leave the partner fields blank if this is just you.

Which of these describes you?

Tick all that apply. It decides which questions come next, so you only see the ones that fit.

I own all or part of a businessI have significant equity compensation (RSUs, options, ESPP)I'm retired, or plan to be within two yearsNone of these

What matters most

The one part 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.

Have those been sent in?

What do you want your money to make possible?Up to three, in the order they matter, in your own words.

By whenOptional

Goal 2Optional

By whenOptional

Goal 3Optional

By whenOptional

What made now the right time to talk?

Your timeline

When would you like work to become optional?

Income you would want once work is optionalIn today's money, before tax.

Retirement incomeSocial Security, pensions, rentals. Your best estimate, or 0 if none.

What you have

Rough figures are fine. A number you are unsure of is more useful than a blank.

Cash & LiquidityChecking, savings, money market and CDs. 0 if none.

Brokerage AssetsTaxable investment accounts, including vested company stock. 0 if none.

Retirement Assets401(k), 403(b), IRA, Roth IRA and similar accounts. 0 if none.

HSA & FSA Assets0 if none.

Education Funding Assets529 plans, Coverdell and UTMA/UGMA accounts. 0 if none.

Real EstateYour home and any other property, at what you think it would sell for. 0 if none.

Short-Term DebtCredit cards and other balances due within a year. 0 if none.

Long-Term DebtMortgages, home equity, auto, student and other loans. 0 if none.

Saved to retirement accounts in the last twelve months401(k), 403(b), IRA, Roth and HSA contributions, including any employer match. 0 if none.

Saved to brokerage accounts in the last twelve monthsTaxable investment accounts. 0 if none.

Saved to cash in the last twelve monthsChecking, savings, money market and CDs. 0 if none.

Protection in place

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

Life insurance

DetailOptional

Disability income

DetailOptional

Umbrella liability

DetailOptional

Estate documents

DetailOptional

Guardian named for your children

Long-term care

DetailOptional

Your business

What the business does

Your share of it

Annual revenue

What the business pays youSalary, distributions and perks together, before tax.

What your share is worthYour own best guess is fine.

When you'd like to exit

No plans to exit

Most likely way out

Buy-sell agreement

Could the business run for a month without you?

Personal guarantees on business debt

Roughly how much

Company retirement plan

Your equity

Employer

What you hold

RSUs Stock options ESPP Other

Vested, at today's priceShares you own outright now.

Unvested, at today's price

Years until the rest vests

Any restrictionsOptionalBlackout windows, holding rules, a 10b5-1 plan.

Your income

What you spend in a yearEverything going out except taxes and savings.

Guaranteed incomeSocial Security, pensions and annuities.

Which of those have started?Optional

Beneficiaries reviewed in the last three years?

Anything else

What should I know before we meet?OptionalSomething that changed recently, something you are worried about, a decision you are sitting on.

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 preparing for our meeting.

Before we build your plan

Vision Intake Form

Got it. Thank you.