Financial Planning Workbook

Your personalized path to financial clarity

Your Progress 0%

Quick Overview of Your Financial Life

Check the items that apply to you. This helps your advisor understand your situation at a glance.

Your Home
Your Accounts
Your Retirement Savings
Your Business
Your Insurance
Your Debts

Priorities & Goals

What matters most to you? Share your financial priorities.

Upcoming Life Events
Other Life Events
Top Financial Concerns
Other Concerns

About You

Help us understand your personal and financial situation.

Personal Information
Please provide at least one contact method (email or phone).
Employment
$
Additional Planning Information
$
Check ssa.gov/myaccount for your estimate
Spouse Information
$
Dependents & Family Members

Add children, parents, or other family members who may be part of your financial plan.

Real Estate

Tell us about your properties and any mortgages.

Financial Accounts

List your investment, retirement, and cash accounts.

Retirement Accounts
Investment Accounts
Cash Accounts

Business & Pension

Share details about business interests and pension benefits.

Business Interests
Pension Benefits

Insurance & Debt

List your insurance policies and outstanding debts.

Life Insurance Policies
Debts & Liabilities

Monthly Budget

Understanding your spending helps us plan for your future.

⚡
Quick Estimate
One number, 30 seconds
📋
Detailed Breakdown
Category by category
$ / month
Annual: $0
Quick Ways to Estimate
💳 The Credit Card Method
Add up your last 3 months of credit card statements, divide by 3, then add any bills paid directly from your bank (mortgage, utilities, car payment).
🏠 The Fixed + Variable Method
Fixed costs: Mortgage/rent + car payment + insurance + subscriptions
Variable costs: Add roughly $1,500-2,500/person for food, gas, entertainment, misc.
📊 The Income Method
Take your monthly after-tax income, subtract what you save/invest each month. The rest is spending. Most households spend 70-90% of take-home pay.
Typical Monthly Spending by Household
Single: $3,000-5,000 Couple: $5,000-8,000 Family (4): $7,000-12,000
Total Monthly
$0
Annual Projection
$0

Supporting Documents

Upload any documents that will help your advisor prepare. You can always provide these later.

If you have these documents available, uploading them helps us provide more accurate planning recommendations. Don't worry if you don't have them now — you can always upload later.

Social Security Statements
Drag & drop files here or browse
Account Statements
Drag & drop files here or browse
Tax Returns
Drag & drop files here or browse
Secure document handling: Files are encrypted and transmitted securely. PDF, images, and common document formats accepted (max 5MB per file).

Review & Submit

Review your information before submitting.

Estimated Net Worth
$0
Based on the information you provided
Total Assets
$0
Total Liabilities
$0
Monthly Expenses
$0

Workbook Status

Click any section to review or complete it

Your data is encrypted and securely transmitted to Fortress Financial Group.

Workbook Submitted!

Thank you for completing your financial planning workbook. Your information has been securely transmitted to Fortress Financial Group.

What Happens Next?

1 Your advisor will receive your workbook shortly
2 They'll review your information before your meeting
3 We'll reach out to schedule your planning session
Submitted
-
Net Worth
$0

Questions? Contact us at info@fortressfg.net or (507) 281-3910

Progress saved

Are You Still There?

You've been inactive for a while. For your security, would you like to continue working or clear your saved data?

60