Retirement Blueprint™
Private
Mobile-friendly
15-20 min
Answer a few guided questions so your advisor can walk into your first meeting fully prepared.
About You
Help us prepare for your meeting.
How should we reach you?
Tell us who you are and the best way to follow up.
Priorities & Goals
What matters most to you right now?
Near-term priorities
Share what you want to accomplish over the next few years.
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.
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.
What to have ready
You don't need to upload anything now. After you generate your PDF on the next page, you'll upload it along with any of these 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 & Export
Review your information before downloading your blueprint PDF.
Estimated Net Worth
$0
Based on the information you provided
Blueprint Status
Click any section to review or complete it
Your PDF will be generated locally on this device. Nothing is transmitted automatically.
Your Blueprint Is Ready!
Exported
-
Net Worth
$0
Questions? Contact us at info@fortressfg.net or (507) 529-1400