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Please complete this financial questionnaire to the best of your ability with as much detail as possible. Completing this questionnaire will allow us to properly assess your financial situation and make those recommendations that will assist you in meeting your wealth building strategies.
1 Family Information
2 Income
3 Business Assets & Real Estate
4 Investments/Cash Assets
5 Liabilities
6 Life Insurance
7 Net Worth
  • Date Format: MM slash DD slash YYYY
  • Children:

  • Neither Vault AIS nor its representatives give legal, accounting or tax advice or interpretation. Please consult your legal, accounting or tax advisor for such advice. For questions, please visit www.vaultais.com or submit them via e-mail to info@vaultais.com
    Copyright © 2013 Vault AIS.
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  • Household Income & Employment

  • Individual 1:

  • Mark if this Individual is self-employed
  • Individual 2:

  • Mark if this individual is self-employed.
  • Other Income

  • Employment and Other Income Quick Look

  • Neither Vault AIS nor its representatives give legal, accounting or tax advice or interpretation. Please consult your legal, accounting or tax advisor for such advice. For questions, please visit www.vaultais.com or submit them via e-mail to info@vaultais.com
    Copyright © 2013 Vault AIS.
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  • Business Assets & Real Estate

    Please list the current Business Assets & Real Estate (Primary Residence, Investment Properties, Business Assets)
  • After expenses
  • How many years is the loan amortized for?
  • (Annual Percentage Rate)
  • 2nd Business Asset or Real Estate

  • After Expenses
  • How many years is the loan amortized for?
  • (Annual Percentage Rate)
  • 3rd Business Asset or Real Estate

  • After Expenses
  • How many years is the loan amortized for?
  • (Annual Percentage Rate)
  • 4th Business Asset or Real Estate

  • After Expenses
  • How many years is the loan amortized for?
  • (Annual Percentage Rate)
  • 5th Business Asset or Real Estate

  • After Expenses
  • How many years is the loan amortized for?
  • (Annual Percentage Rate)
  • 6th Business Asset or Real Estate

  • After Expenses
  • How many years is the loan amortized for?
  • (Annual Percentage Rate)
  • 7th Business Asset or Real Estate

  • After Expenses
  • How many years is the loan amortized for?
  • (Annual Percentage Rate)
  • 8th Business Asset or Real Estate

  • After Expenses
  • How many years is the loan amortized for?
  • (Annual Percentage Rate)
  • Additional Business Asset or Real Estate Entries
  • Sum all of the additional income from the Business Assets or Real Estate entries listed in the above "Notes" section.
  • Sum all of the additional loans from Business or Real Estate entries listed in the above "Notes" section.
  • Neither Vault AIS nor its representatives give legal, accounting or tax advice or interpretation. Please consult your legal, accounting or tax advisor for such advice. For questions, please visit www.vaultais.com or submit them via e-mail to info@vaultais.com
    Copyright © 2013 Vault AIS.
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  • Investments/Cash Assets

    Please list the current Investments and Cash Assets (401k, IRA, Roth IRA, 403b, CDs, Savings, Checking, Bonds, Mutual Funds, etc.)
  • 2nd Cash Asset or Investment

  • 3rd Cash Asset or Investment

  • 4th Cash Asset or Investment

  • 5th Cash Asset or Investment

  • 6th Cash Asset or Investment

  • 7th Cash Asset or Investment

  • 8th Cash Asset or Investment

  • Additional Cash Asset or Investment Entries
  • Sum all of the additional Cash Asset or Investment entries listed in the above "Notes" section.
  • Neither Vault AIS nor its representatives give legal, accounting or tax advice or interpretation. Please consult your legal, accounting or tax advisor for such advice. For questions, please visit www.vaultais.com or submit them via e-mail to info@vaultais.com
    Copyright © 2013 Vault AIS.
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  • Liabilities

    Please list the current Liabilities (Debt, Credit Cards, Lines of Credit, etc. NOTE: No Mortgages)
  • 2nd Liability

  • 3rd Liability

  • 4th Liability

  • 5th Liability

  • 6th Liability:

  • 7th Liability:

  • 8th Liability

  • Additional Liability Entries
  • Sum all of the additional liabilities listed in the above "Notes" section.
  • Neither Vault AIS nor its representatives give legal, accounting or tax advice or interpretation. Please consult your legal, accounting or tax advisor for such advice. For questions, please visit www.vaultais.com or submit them via e-mail to info@vaultais.com
    Copyright © 2013 Vault AIS.
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  • Life Insurance

    Please list the life insurance you currently own.
  • Policy 2

  • Policy 3

  • Policy 4

  • Policy 5

  • Policy 6

  • Policy 7

  • Policy 8

  • Additional Life Insurance Entries
  • Sum all of the additional Death Benefit from all additional policies listed in the above "Notes" section.
  • Sum all of the additional Cash value from all additional policies listed in the above "Notes" section.
  • Sum all of the additional premiums from all additional policies listed in the above "Notes" section.
  • Neither Vault AIS nor its representatives give legal, accounting or tax advice or interpretation. Please consult your legal, accounting or tax advisor for such advice. For questions, please visit www.vaultais.com or submit them via e-mail to info@vaultais.com
    Copyright © 2013 Vault AIS.
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  • You are almost finished!

    This page is your Financial Overview tallied from all of the information you have entered. Although there is nothing new to enter on this page, you MUST select Submit at the bottom or your data will be DELETED!
    I understand that I MUST select Submit at the bottom or my Data will be lost.
  • Assets:

  • Liabilities:

  • Non-Mortgages
  • Estimated Net Worth

  • Business and Real Estate:

  • Life Insurance Death Benefits

  • Neither Vault AIS nor its representatives give legal, accounting or tax advice or interpretation. Please consult your legal, accounting or tax advisor for such advice. For questions, please visit www.vaultais.com or submit them via e-mail to info@vaultais.com
    Copyright © 2013 Vault AIS.
  • This field is for validation purposes and should be left unchanged.
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