Welcome to your financial planning intake. We take the complexity out of organizing your financial life so your advisor can formulate a personalized, holistic roadmap built around what matters most to you.
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Fiduciary Standard of Care & Confidentiality
As a fiduciary under the CFP Board Standards of Professional Conduct, Laxson Financial Group is legally bound to act in your best interest. All details you share are held in strict institutional confidence and used solely to formulate your financial plan.
Tab 1 of 7: Household Details14% Complete
🏠 Household & Personal Circumstances
Let's start with the basics about you and your household. We use this to analyze tax filing status, calculate projected longevity horizons, and plan for your family's protection.
👤 Primary Client InformationEarner 1
Used to project retirement milestones, Social Security, and Medicare timing.
CFP® guideline is age 90–95 to ensure your money lasts throughout retirement.
Used for state income tax planning and estate jurisdiction rules.
We'll use this to send your completed fact sheet and meeting agenda.
👥 Spouse / Partner InformationEarner 2
Helps coordinate joint spousal benefits and survivorship needs.
Projected longevity horizon for your partner.
👶 Children, Dependents & Beneficiaries
List any children or relatives you support, or individuals you wish to include in education and estate planning.
Name
Relation
Year of Birth
Dependent?
🎯 Values, Goals & Priorities
CFP® holistic planning starts with understanding your vision. Select the areas that represent your top goals so your advisor can design a roadmap aligned with what matters most to you.
Investment Psychology & Risk Attitude
How do you feel about market fluctuations? We design portfolios that balance growth with emotional comfort.
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Risk Attitude & Comfort
Help us gauge your comfort with market swings so your portfolio never keeps you up at night.
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What Matters Most to You?
Select all priorities that apply to your current situation and future aspirations:
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Comprehensive Life Plan
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Retirement Independence
✓
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College & Education
✓
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Debt Elimination
✓
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Home Purchase / Upgrade
✓
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Emergency Safety Cushion
✓
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Healthcare & Longevity
✓
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Major Life Purchase
✓
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Account Consolidation
✓
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Estate & Legacy Planning
✓
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Charitable Giving
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🏛️ What You Own & What You Owe (Balance Sheet)
Round numbers are completely fine! Getting an estimate of your current assets and debts gives your advisor a clear starting picture of your total household Net Worth.
Checking, high-yield savings, brokerage accounts, real estate equity, etc.
Account Type / Institution
Current Value ($)
Annual Savings ($)
📈 Dedicated Retirement SavingsTax-Sheltered
Employer 401(k), 403(b), Traditional/Roth IRAs, 457 plans, pensions, etc.
Account Type / Institution
Current Value ($)
Annual Contribution ($)
💳 Debts & LiabilitiesWhat You Owe
Mortgages, vehicle loans, student loans, credit card balances, etc.
Debt / Creditor Type
Current Balance ($)
Annual Payment ($)
Estimated Fact Sheet Net Worth
$0.00
Total Assets: $0.00
Total Liabilities: $0.00
💼 Income & Cash Inflow Sources
Understanding how money flows into your household allows us to model tax efficiency, determine optimal retirement contribution limits, and project future income stability.
💵 Regular Career & Employment Compensation
👤 Earner 1 (Client)
👥 Earner 2 (Partner)
Annual Salary ($)
Annual Bonus / Commission ($)
🛡️ Social Security & Guaranteed Retirement Inflows
👤 Earner 1 (Client)
👥 Earner 2 (Partner)
Estimated Social Security
Monthly benefit at Full Retirement Age
Target SS Claiming Age
Pension / Annuity Annual ($)
Annuity Starts at Age
Annuity Ends at Age
🏢 Business Ownership & Real Estate (Optional)
👤 Earner 1 (Client)
👥 Earner 2 (Partner)
Business W-2 Salary ($)
Business Distributions / Profit ($)
Investment Property Value ($)
Net Rental Income / yr ($)
📊 Living Expenses & Emergency Safety Net
A sustainable financial plan balances current lifestyle with future independence. Estimating your monthly expenditures helps determine how much liquidity cushion you need for peace of mind.
Detailed Monthly / Annual ExpendituresUse M (Monthly) or A (Annually)
Mortgage / Rent
Rent & Utilities
Food & Groceries
Clothing
Personal Care
Child Care
Entertainment
Healthcare
Transportation
Shopping
Travel & Vacations
Gifts & Charity
Other
🛡️ Emergency Safety Cushion AssessmentCFP® Liquidity Standard
A key fiduciary guideline is maintaining 3 to 12 months of essential living expenses in liquid cash reserves to insulate against emergencies without selling investments in a downturn.
Checking, savings, or money market cash.
Benchmark based on your monthly spending.
Calculated relative to the 6-month base emergency threshold.
⚡ Protection & Investment Experience
Protecting what you've built against catastrophic risk is a fundamental fiduciary duty. We audit existing insurance coverage and verify your investment familiarity to recommend appropriate strategies.
🛡️ Life Insurance Policies
Policy Owner / Insured
Policy Type (Term/Permanent)
Death Benefit ($)
Annual Premium ($)
🩺 Disability Income Protection
Policy Owner / Insured
Policy Type (Long/Short Term)
Monthly Benefit ($)
Annual Premium ($)
🏥 Long-Term Care Insurance
Policy Owner / Insured
Care Setting (Home/Nursing)
Daily Benefit ($)
Annual Premium ($)
📈 Investment Familiarity & Trading Experience
Laxson Financial Group, LLC
Securities and investment advisory services offered through LFG, LLC.
1461 Gateway Drive, Opelika, AL 36801
Tel: (334) 737-5051 | Fax: (877) 669-0240
🚀 Pre-Advisory Roadmap & Submission
Review your Client Fact Sheet summary and advisory highlights below. Download your complete onboarding documentation or submit directly to finalize your consultation.
