Senior Financial Services Needs Checklist
Personal Information
Client Name:
Date:
Advisor Name:
Income & Expenses
Pension Income Assessed
Social Security Benefits Reviewed
Other Income Sources Identified
Monthly Expenses Reviewed
Estate Planning
Will Updated
Power of Attorney in Place
Trusts Reviewed
Beneficiaries Updated
Insurance
Health Insurance Coverage Reviewed
Long-Term Care Insurance Considered
Life Insurance Needs Evaluated
Other Insurance Needs Assigned
Investments
Risk Tolerance Assessed
Asset Allocation Reviewed
Withdrawal Plan Established
Healthcare Needs
Medicare Options Evaluated
Supplemental Insurance Reviewed
Advance Directives Discussed
Other Needs / Notes