Elevate Financial Partners

A Thoughtful Intake

Take your time. There’s no perfect answer to any of this — just your answer. The more you share, the more meaningfully we can build a plan that actually reflects your life.

Personal Information

Let's start with the basics — who you are and who's in your circle.

First name*

Last name*

Preferred name (optional)

Date of birth

Email*

Phone

City, State

Marital status

Dependents

Career & Income

A snapshot of how money is coming in today and what's on the horizon.

Employment type

Employer or business name

Title or role

Base salary (annual)

Variable comp

Spouse / partner income

Anticipated changes in the next 1–3 years

Assets & Savings

Round numbers are fine — we'll get precise later.

401(k) / 403(b)

Traditional IRA

Roth IRA

SEP / SIMPLE / Solo-K

HSA

529 / education

Taxable brokerage

Cash & savings

Real estate equity

Business equity

Life insurance cash value

Other assets

Liabilities & Cash Flow

What's owed, and where the monthly dollars actually go.

Mortgage balance

Auto loans

Student loans

Credit card balances

Other debt

Estimated monthly expenses

Monthly savings rate

Goals & Priorities

The destinations, in your words.

What matters most? (choose any that resonate)

Target retirement age (or 'when I no longer need to work')

Major planned expenses in the next 5–10 years

If we did this well, what would your life look like in 10 years?

Investing & Risk

Where you sit on the spectrum between safety and growth.

Risk tolerance: 3 of 5

Capital preservationAggressive growth

If your portfolio dropped 30% next quarter, you'd most likely…

What do you currently own?

Any investment screens or things you don't want to own?

Protection & Insurance

The safety nets — what's in place, and how confident you feel about them.

Coverage in place today (check all)

How well do you think you're protected right now?

Health history (anything relevant for planning)

Estate Planning

What's already documented, and what you wish were settled.

Documents in place (check all you have)

Wishes for your legacy or heirs

Estate planning attorney

CPA / tax professional

Values & Context

The part of the picture spreadsheets never capture.

What does money mean to you?

Biggest financial regret or lesson learned

Is anything financial weighing on you or unresolved?

Anything else you'd like me to know before we meet?