A guided, step-by-step way to share your complete financial picture — no spreadsheet required.
🔒 Nothing is ever uploaded — everything happens in your browser
Not saved yet
Use Download at the end to get your files. One of them is a .json — keep it to resume this form later, or email it to your financial adviser to load straight into the planning tool with no re-typing.
1
Personal
2
Income
3
Expenses
4
Investments
5
Insurance
6
Liabilities
7
Net Worth
8
Goals
9
Review
1. Personal Information
Basic details about you, your spouse (if applicable), and anyone financially dependent on you.
⏱️ This takes about 15–20 minutes. It saves automatically as you go — you can close this and come back anytime, or use Download at the end to keep a copy. Only what applies to you is required; skip anything that doesn’t.
* indicates a required field.
A. Primary Applicant
Age: -
-
The year you plan to retire
-
Retirement age less your age today
-
Life expectancy less retirement age
Age: -
C. Dependents
2. Income Sources
All sources of income, both during your working years and expected in retirement.
A. Income During Working Years
See who earns what, year by year, before you move on.
B. Income During Retirement Years
3. Household Expenses
Enter whichever amount you know — monthly or annual, we'll work out the rest. Leave anything that doesn't apply blank.
See each category year by year, and click any figure to see what makes it up.
4. Investment Portfolio
Start with your mutual funds, then every other account and holding — cash, fixed income, real estate, commodities, and alternatives. Add rows as needed; nothing is pre-filled.
See what you hold, grouped four different ways, before you move on.
5. Insurance Portfolio
Life and health insurance policies covering you and your family.
6. Liabilities & Loans
All outstanding loans and credit obligations.
7. Net Worth Summary
Auto-calculated from your investments and liabilities above — just add anything not captured elsewhere.
Current surrender value of any endowment/ULIP policies, if known.
Anything not already listed under Investments.
Left blank, these are treated as holding their value and nothing more.
Total Assets
Total Investment Portfolio
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Total Assets (A)
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Total Liabilities
Total Liabilities (B)
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Net Worth = A − B
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Open every figure above, down to each holding and each loan.
8. Financial Goals
We've pre-filled common goals — fill in what applies to you, remove what doesn't, and add anything specific to your life.
Financial Goals — Working Years
Financial Goals — Retirement Years
Things you would like to do or pay for after you stop working —
a car every few years, a long trip, helping a grandchild. These are noted for your adviser, who will build them into your
retirement plan directly. They are not costed as separate savings goals here.
9. Review & Download
Check the summary below, then download your Excel and PDF files.
Your data stays on your device. Nothing you've entered has been sent to any server. Clicking the buttons below generates the files directly in your browser and saves them to your computer — from there, you can email them to your adviser or keep them for your own records.
Name
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Net Worth
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Total Monthly Income
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Total Monthly Expenses
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Monthly Surplus / (Deficit)
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Total Investments
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Total Liabilities
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EMI-to-Income Ratio
0%
Dependents Listed
0
Goals Listed
0
Saves three files: a JSON data file to send to your adviser, plus an Excel and a PDF copy for your own records.