Everlast Wealth — Client Intake Tool
⬡ Everlast Wealth — Client Intake
No client loaded
EVERLAST WEALTH
Client Financial Planning Intake
Client: — Date: — Advisor: Everlast Wealth
Everlast Wealth
Comprehensive Financial Planning Intake
Advisor-facing intake tool. Fill out on behalf of the client, save as JSON to revisit, or export as PDF for the client file.
Complete each section below
◇
Session Info
1
Who You Are

Basic contact and household details for everyone involved in this plan.

Person 1 — Primary
Person 2 — if applicable
2
Health Overview

Used for insurance and long-term care assessments.

Person 1
Person 2
3
What Matters Most

Select everything that resonates. Answers drive suggestions in Section 8.

👪
Protect the people who depend on me
Spouse, children, aging parents — if something happened to me, I want them to be okay.
💲
Carrying debt that feels overwhelming
Credit cards, medical bills, loans — I need a clear path out.
📈
Worried about what happens if I can't work
Illness, injury, or job loss — not sure how long I could cover expenses.
🏖
Thinking about retirement — am I on track?
Is what I'm saving today enough to live the life I want later?
❤️
Seen someone go through long-term care
A parent or loved one faced a health crisis. I don't want that to drain my savings or burden my family.
📄
Paying too much in taxes
There has to be a smarter way — strategies to keep more of what I earn.
🌟
Want to leave something behind
A legacy for my kids, a cause I care about, or a business I've built — I want it protected.
🏫
Help my kids pay for college
A smart savings plan so they don't start life buried in student debt.
📋
Questions about Social Security or a pension
When should I claim? Which payout option is best?
🏥
Unsure about health insurance options
Medicare, marketplace, employer coverage — want the right plan at the right cost.
🔎
Just want a full picture of where I stand
No specific crisis — want a trusted advisor to review everything.
✓ Based on selections, we recommend reviewing:
4
Income & Cashflow

All household income sources. Gross monthly amounts.

5
Monthly Expenses

Quick estimate or full breakdown.

Quick Estimate
One total monthly number
Detailed Breakdown
Line by line by category
6
Assets & Net Worth

All accounts and assets. Approximate values are fine.

7
Financial Priorities

Rank 1 (most important) to 7 (least important) for each person.

Priority Person 1 Person 2
Protecting principal / avoiding losses
Maximizing income
Minimizing income taxes
Receiving better returns on assets
Leaving a legacy / estate planning
Tax-advantaged income in retirement
Planning for long-term care costs
8
Planning Areas

Toggle areas on to reveal detailed questions. Suggested areas are highlighted based on discovery cards.

Debt Management
No Yes
Life Insurance
No Yes
Disability Insurance
No Yes
Health Insurance
No Yes
Retirement Planning
No Yes
Social Security Report
No Yes
Pension Analysis
No Yes
Long-Term Care Planning
No Yes
Tax Reduction Strategy
No Yes
College Planning
No Yes
Debt Management
Creditor Type Balance ($) Payment/mo ($) Rate (%)
Life Insurance
Disability Insurance
Health Insurance
Retirement Planning
Person 1
Person 2
Social Security
Person 1
Person 2
Pension Analysis
Long-Term Care Planning
Tax Reduction Strategy
College Planning
9
Existing Insurance Policies

All current life, LTC, disability, and health policies including employer-provided coverage.

◇
Session Info
10
Estate Plan

Current estate planning snapshot.

Do they have an estate plan?
Do they have a trust?
Do they have a will?
Durable power of attorney?
Medical directive / living will?
Interest in charitable giving?
◇
Session Info
11
Advisor Notes & Next Steps

Internal section — not shown to client. Document your observations and recommended follow-up.

Use the toolbar above to Save JSON or Export PDF. Optionally, submit to send a copy to the Everlast Wealth inbox.

Submitted Successfully

A copy has been sent to the Everlast Wealth inbox.

Submission failed. Use Save JSON to preserve the record.
Schedule a Time to Talk