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Financial
Blueprint™

A personalized planning tool built for your first meeting.

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Financial Blueprint™

by Fortress Financial Group

Private Mobile-friendly 15-20 min

About You

Help us prepare for your meeting.

Step 1 of 5 About You
How should we reach you? Tell us who you are and the best way to follow up.
Step 1

The basics.

Required to continue: First name, last name, and either an email address or a phone number.
Personal Information

Please provide at least one contact method so your Fortress Financial Group team can follow up if needed.

Step 2

Where are you today in your work life?

Employment & Income
$
Step 3

A few planning details.

Additional Planning Information
Why we ask
Social Security is often one of the largest income sources in retirement planning.
$
Check ssa.gov/myaccount for your estimate
Step 4

Household details, if they apply.

Spouse Information
$
Step 5

Dependents and family members.

Add children, parents, or other family members whose financial needs should be part of your planning conversation.

Dependents & Family Members

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

Priorities & Goals

What matters most to you right now?

Step 1 of 4 Goals
Near-term priorities Share what you want to accomplish over the next few years.
Step 1

What are you focused on right now?

Step 2

Now look a little farther ahead.

Step 3

What changes may be coming up?

Upcoming Life Events
Other Life Events
Step 4

What feels most important to protect?

Estate Planning Documents
Why we ask
Estate documents help us coordinate beneficiary, legacy, and incapacity planning. Check any that you currently have in place.
Top Financial Concerns
Other Concerns

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 policies and debts. Estimates are fine.

Life Insurance Policies
Why we ask
Existing coverage helps us review protection needs, beneficiary coordination, and overlapping policies.
Debts & Liabilities
Why we ask
Debt balances and monthly payments affect retirement cash flow, tax planning, and withdrawal strategy.

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

Supporting Documents

Gather any documents that may help your advisor prepare.

Uploaded files are kept in this browser session only and are not saved between visits.

What to have ready
You don't need to upload anything now. Your completed blueprint can be submitted securely on the next page. If you want to share supporting documents, you can still upload those separately through ShareFile.
  • Recent account statements (retirement, investment, bank)
  • Most recent federal tax return
  • Social Security statement or estimate
  • Insurance policy summaries
  • Estate planning documents, if applicable
  • Any other materials you want your advisor to review
Don't have everything? That's fine. Share what you have now and add the rest later.

Review & Submit

Review your information before securely submitting your blueprint to Fortress.

Estimated Net Worth
$0
Based on the information you provided

Blueprint Status

Click any section to review or complete it

When you submit, your blueprint is transmitted securely to Fortress. Supporting documents remain optional and can still be shared separately through ShareFile.
Optional: Upload any supporting statements or tax documents through ShareFile here:

Your Blueprint Was Submitted Securely

Fortress has received your blueprint. A member of the team will review it before your meeting.

Optional

Upload supporting documents

If you want Fortress to review statements, tax returns, or other documents before your meeting, you can still send those separately through ShareFile.

What Happens Next?

1 Fortress received your blueprint securely.
2 Upload any optional supporting documents through ShareFile if you want them reviewed before the meeting.
3 Your advisor will review everything before your meeting.
Submitted
-
Net Worth
$0
Submission ID
-

Questions? Contact us at info@fortressfg.net or (507) 529-1400

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