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Financial Planning Workbook

Your Fortress Financial Group advisor will use this private workbook to prepare for your meeting and tailor your recommendations.

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Start with the short introduction and security overview.

Welcome to Your Planning Workbook

We will start with a quick security overview, then move into About You and Goals before any detailed financial questions.

Private, guided, and saved on this device

Start with the basics, talk through your goals, and then only complete the financial sections that apply to your situation.

Local-first Mobile-friendly 15-20 minutes

Nothing is transmitted automatically. Your information stays on this device until you choose to generate your PDF and upload it separately through ShareFile.

Before You Begin Optional tips
About 15-20 minutes Most clients finish this in one sitting.
Skip optional sections You can save and return later on this device.
Helpful to have nearby Recent statements, your latest tax return, and a Social Security estimate.
Reviewed by Fortress Financial Group Your advisor and planning team use this to prepare for your meeting.

Nothing is submitted automatically. Your information stays on this device until you download the PDF and upload it through the Fortress Financial Group ShareFile link.

About You

A few short steps so your Fortress Financial Group advisor can walk into your meeting with the right context and the right questions.

Guided Section
We will keep this short and personal.

You can move one step at a time, save your place on this device, and come back whenever you are ready.

Use the buttons below or swipe on mobile.
Step 1 of 4 About You
How should we reach you? Tell us who you are and the best way to follow up.
Step 1

Let us start with the basics.

This is the personal information your planning team uses to prepare for your meeting and follow up with you.

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?

This gives your advisor a quick sense of cash flow, retirement timing, and how close you are to major transitions.

Employment & Income
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Step 3

Now let us add the planning details.

This step covers state, tax, emergency reserves, and Social Security so your recommendations can be more realistic from the start.

Additional Planning Information
Why we ask
Social Security is often one of the largest income sources in retirement planning.
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Check ssa.gov/myaccount for your estimate
Why this matters Tax filing status, reserves, and Social Security timing all affect retirement income strategy and withdrawal planning.
Step 4

Household details, if they apply.

This final step helps us understand the people and relationships that may affect your planning recommendations.

SPOUSE INFORMATION
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Dependents & Family Members

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

How Did You Hear About Us?
Why we ask
This helps us understand which relationships and outreach efforts are most helpful to clients.

Priorities & Goals

This is the part clients often value most. Tell us what you are working toward so your meeting starts with your priorities, not just your balances.

Planning Conversation
Think out loud. Perfection is not required.

A few sentences or a few checkboxes are enough. This section helps your advisor understand what matters most right now and what is coming next.

Most clients finish this in under five minutes.
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?

Start with the next few years. This helps us frame the meeting around the decisions already on your mind.

Step 2

Now look a little farther ahead.

These answers give your advisor a sense of the life you want to build, not just the assets you already have.

Step 3

What changes may be coming up?

Major transitions often drive the first version of a financial plan. Check anything that might matter in the near future.

Upcoming Life Events
Other Life Events
Step 4

What feels most important to protect?

This helps your advisor prioritize estate planning, risk, and retirement-income conversations from your point of view.

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

Planning Snapshot

Choose only the topics that apply to you so the rest of the workbook stays focused, simpler, and easier to complete on any device.

Personalized Next Steps
You do not need to answer everything.

Pick the areas that matter to your household and the rest of the workbook will stay tighter and more relevant.

Skip anything that does not apply and continue anyway.
Selected at a glance
No topics selected yet. Open any group below and choose only what applies to you.
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You can skip anything that does not apply and continue.
Step 1 of 3 Planning Snapshot
Home and everyday accounts Choose the parts of your financial life that should shape the rest of the workbook.
Step 1

Start with home and everyday accounts.

These selections tell us whether to show real estate details and what day-to-day account types to expect later.

Your Home 3 options
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Your Accounts 3 options
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Step 2

Next, retirement and business interests.

This helps us decide whether to include pension, annuity, business, or stock-compensation details later in the workbook.

Your Retirement Savings 4 options
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Your Business 2 options
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Step 3

Last, insurance and debts.

Select the protection and debt areas that matter. If none apply, you can continue anyway and keep the workbook lighter.

Your Insurance 2 options
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Your Debts 4 options
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Nothing selected? That is okay. Continue anyway and complete only the sections that matter for your planning conversation.

Real Estate

Tell us about your properties and any mortgages.

Financial Accounts

List your investment, retirement, and cash accounts.

Retirement Accounts

Not sure which workplace plan type fits best? Choose the closest match and your advisor can confirm the details with you.

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. Best estimates are okay if you do not have exact figures in front of you.

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
Total Monthly
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Annual Projection
$0

Supporting Documents

Gather any supporting documents that may help your advisor prepare. You will upload them through the Fortress Financial Group ShareFile portal after downloading your workbook PDF.

If available, having these materials ready will make the ShareFile upload faster once you finish the workbook. If you do not have them yet, you can still complete the workbook now and upload documents later.

Required Next Step

Upload your workbook PDF through ShareFile

Download your completed PDF, then use the Fortress Financial Group ShareFile link below to upload the PDF plus any supporting documents you want your advisor to review.

Social Security Statements
Recent Social Security statements or an estimate from ssa.gov/myaccount for anyone included in the plan.
Account Statements
Recent retirement, investment, bank, annuity, insurance, or debt statements that help show your current picture.
Tax Returns
Your most recent federal tax return, and any business or trust returns if they are relevant to your planning.
Other Helpful Documents
Estate planning documents, business ownership documents, pension details, or any other materials you want your advisor to review.
ShareFile reminder: On the final screen, you will download your workbook PDF and then upload that PDF plus any supporting documents through the Fortress Financial Group ShareFile portal.

Review & Export

Review your information before downloading your workbook PDF.

Review Before You Go

Spot-check the highlights before you export

Use the quick links below to jump back and edit anything that looks off.
Estimated Net Worth
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Based on the information you provided
Total Assets
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Total Liabilities
$0
Monthly Expenses
$0

Workbook Status

Click any section to review or complete it

Your PDF will be generated locally on this device. Nothing is transmitted automatically by this workbook.
After download: Upload your PDF through ShareFile here:

Workbook PDF Ready!

Your workbook PDF has been generated on this device. Use the ShareFile upload link below to send the PDF and any supporting documents to Fortress Financial Group.

Upload Through ShareFile

Use this link for your PDF and supporting documents

Upload the workbook PDF first, then add any Social Security statements, account statements, tax returns, or other planning materials you gathered.

What Happens Next?

1 Locate the workbook PDF in your downloads
2 Open the Fortress Financial Group ShareFile link and upload the PDF along with any supporting documents you gathered
3 Your advisor can review the uploaded materials once they arrive through ShareFile
Helpful to have ready for upload: your workbook PDF, Social Security statements, recent account statements, tax returns, and any estate or planning documents you want your advisor to review.
Exported
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Net Worth
$0

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

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Provided by Fortress Financial Group, LLC This workbook is part of the Fortress Financial Group planning process.