Friday Financial
Let's make plans.
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Welcome to Your
Planning Questionnaire
Planning Questionnaire
"Simplifying the financial world to fuel growth for you and your family."
Before your meeting with Friday Financial, we'd love to learn more about where you are today — so we can spend our time together focused on where you're going.
You don't need exact numbers — best estimates are perfectly fine. Fill in what you know and skip what you don't.
You don't need exact numbers — best estimates are perfectly fine. Fill in what you know and skip what you don't.
⏱️ About 15–20 minutes — you can save your progress and return at any time with a save code.
Have these handy if possible:
- 📄Recent account statements (investment & retirement)
- 🏠Mortgage or property documents
- 💼Business ownership documents
- 🔒Social Security statement (ssa.gov/myaccount)
Confidential Planning QuestionnaireFriday Financial · fridayfi.com
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Section Progress
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Family Information
This helps us understand who we're planning for. We'll use this to personalize your retirement roadmap around the people who matter most to you.
Your Information
Optional
What would you like us to call you?
Spouse / Partner Information
Leave blank if not applicable
Optional
Optional
Optional
Optional
Children or Dependents
✓ Noted — we'll skip this section.
Professional Advisors
Please provide both the advisor's name and their firm
Accountant
Optional
Optional
Attorney
Optional
Optional
Financial Advisor
Optional
Optional
Insurance Agent
Optional
Optional
Other Advisor
Optional
Optional
✓ Noted — we'll skip this section.
Wills & Trusts
A living trust holds your assets during your lifetime and transfers them to beneficiaries without going through probate court.
Expenses & Accounts
Understanding your cash flow and savings helps us build a plan that works with your lifestyle. Estimates are completely fine here.
Monthly Expenses
Net of taxes and liability payments
Everyday living costs — groceries, utilities, dining, entertainment. Exclude mortgage and loan payments.
Cash / Savings / CD Accounts
Checking, savings, money market, certificates of deposit
✓ Noted — we'll skip this section.
Investment Accounts
Taxable brokerage accounts only — retirement accounts (IRAs, 401(k)s, etc.) are captured in the next section
✓ Noted — we'll skip this section.
Retirement Accounts
These are often the heart of your financial plan. Include all 401(k), IRA, Roth, pension, and similar accounts — even ones you haven't contributed to recently.
Retirement Accounts
✓ Noted — we'll skip this section.
College Savings & Custodial Accounts
If you're saving for a child's, grandchild's, or other family member's education, these accounts play an important role in your overall financial picture. This includes 529 plans as well as UTMA/UGMA custodial accounts.
College Savings & Custodial Accounts
529 plans, UTMA/UGMA custodial accounts, Coverdell ESAs
✓ Noted — we'll skip this section.
Real Estate
Real estate is often one of your largest assets and carries unique tax, income, and estate planning considerations. Please include all properties — primary home, rentals, second homes, investment properties, and any land holdings.
Real Estate Holdings
✓ Noted — we'll skip this section.
Collectibles or Other Valuables
Precious metals, digital currency, collectibles, artwork
✓ Noted — we'll skip this section.
Business Interests
Business ownership is often one of your largest assets and carries unique planning considerations — from exit strategy to tax efficiency and succession planning. Please include all businesses in which you hold an ownership interest.
Business Interests
✓ Noted — we'll skip this section.
Liabilities & Notes Receivable
Your complete financial picture includes what you owe and what's owed to you.
Liabilities
💡 Please list only liabilities not already captured in the Real Estate or Business sections above. For example, if you entered a mortgage in the Real Estate section, you do not need to repeat it here. List any remaining debts such as auto loans, student loans, personal loans, or credit cards.
✓ Great news — we'll skip this section!
Notes Receivable
Loans or money owed to you by others
Include any personal loans you've made to family or friends, seller-financed notes, business loans made to others, or any other amounts owed to you.
✓ Noted — we'll skip this section.
Income
Knowing all of your income streams — current and future — is essential for building a plan that sustains your lifestyle in retirement. Please include all sources for you and your spouse.
Salary & Bonus from Employer
✓ Noted — we'll skip this section.
Social Security
Not sure of your benefit? Visit ssa.gov/myaccount for your personalized estimate.
Full retirement age is typically 66–67. You can start at 62 (reduced benefit) or delay to 70 (increased benefit). Your advisor can help you decide.
Other Retirement Income
Pension, deferred compensation, annuities
✓ Noted — we'll skip this section.
Other Income
Any additional income not captured above — alimony, inheritances, side income, royalties, trust distributions, etc.
✓ Noted — we'll skip this section.
Additional Documents
Sharing these documents before your meeting helps us give you the most accurate and tailored recommendations. Don't worry if you can't get them all — bring what you can!
📤 How to submit documents securely:
- Click the button below (or the Upload Documents link in the bottom navigation bar).
- Click "Select Files" in the portal window.
- Choose your files and click "Upload."
- Friday Financial will be notified once your documents are received.
🔒 Securely Upload Documents to Friday Financial
Opens in a new tab — your secure Friday Financial SharePoint portal
Document Checklist
- Completed Confidential Planning Questionnaire
- Investment account statements
- Retirement account statements
- College / custodial account statements
- Mortgage and loan statements (not already provided)
- Social Security statement — get yours at ssa.gov/myaccount
- HSA statements
- Life, long-term care, and disability insurance statements
- Most recent tax return (1040 or business return)
- Trust and estate documents
- Business financial statements or most recent K-1
- Any previously completed net worth statements
Anything Else We Should Know?
Optional
This is your space — retirement goals, family circumstances, questions you want to make sure we cover.
Thank You!
Your information has been submitted securely to Friday Financial. A team member will review your responses and be in touch soon.
"Let's make plans."