The first step is knowing where you are.

Our mission is to help you reach whatever financial destination is most important to you.

Whether you’ve come to us for a particular product, or help with your overall plan, our conviction is that before we do anything, we need to understand your financial picture.

Please answer the questionnaire below. Your personal info is kept secure and never shared. All your answers are confidential, and there is no judgment - everyone’s financial picture includes some mess!

With that said, if there’s a question you don’t feel comfortable answering, you can leave it blank at this stage.

Name

First Name

Last Name

Age

Phone

(###)

###

####

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Marital Status

Occupation

Employer

Annual Earned Income

Partner's Name

First Name

Last Name

Partner's Age

Partner's Occupation

Partner's Employer

Partner's Annual Earned Income

Other Sources of Income

Annual Amount of Other Income

Number of Dependents

Tell us more about yourself/yourselves! What are your interests? What are your favourite things?

In the previous 2 years, and the coming 2 years, what major transitions have you undergone / will you undergo?

Top financial goals for the next 3 years?

Top financial goals beyond 3 years?

Include timelines if you can!

Do you have a Last Will and Testament?

Do you have a written budget?

What is your housing situation?

Mortgage Balance

Other housing/real estate details - investment properties, other housing arrangements, etc.

Do you have other significant debt? How much, and where?

Exclude your credit cards if you pay them off every month.

Last time you filed taxes, did you receive a refund, or owe additional taxes?

Who does your taxes?

How much Life Insurance do you have, if any?

If your coverage is through work benefits, list it separately.

How much Critical Illness insurance do you have, if any?

If your coverage is through work benefits, list it separately.

Do you have Mortgage Life Insurance?

This is an EXTRA that is offered when you sign up for your mortgage. It's different from Mortgage DEFAULT Insurance, which is required if your down payment is below 20%.

Are there aspects of your life that might make it hard for you or your partner to get insurance (smoking, hazardous occupation, medical issues for yourself or your immediate family members)?

If insurability is a concern, it often affects how we prioritize your financial plan. If you mark YES, that just lets us know that we'll need to discuss it when we meet.

Yes

Not Sure

Your RRSP Balance

If multiple RRSP accounts in your name, total them. Exclude any employer pension plan.

Your TFSA Balance

If multiple TFSA accounts in your name, total them.

Your partner's RRSP Balance

If multiple RRSP accounts in their name, total them. Exclude any employer pension plan.

Your partner's TFSA Balance

If multiple TFSA accounts in their name, total them.

Do you have other investments? What types, and what's the value/balance?

What institution/provider are your investments currently with?

If you have a lump sum of cash available to invest, how much is it?

If you want to set up automated investing, how much do you want to invest per month?

What's the number one thing you need from Navarro Financial Group?

Favourite Charities

Can we put you on our email list?

We send roughly 10 emails per year. No spam, just helpful financial info. You can unsubscribe any time. If you opt out, we'll email you directly about your own finances, but no mass emails.

Yes

What's your favourite place to get a coffee or tea?

The first step is knowing where you are.

Investia Financial Services Inc.