Plan Your Financial Future: A Comprehensive Guidebook to Growing Your Net Worth

Appendix A: Sample Data-Gathering Form

Personal Information
	Client	Spouse
Full Name
Gender
Maiden Name (if applicable)
Current Marital Status
Prior Marriages (if yes, date of dissolution)
US Citizen (yes/no)
Current Address
Phone Number
Cell Phone Number
Prior State of Residence
Birthdate
Age
Birthplace
Scer
Occupation
Employer
Length of Current Employment (years)
Business Phone Number
Family Members Who Depend on Your Support

Family Advisors and Representatives
	Name	Phone Number
Attorney
Banker
Doctor
Executor(s)
Financial ...