Advanced Case Intake | Advisor Strategies

Before we begin

This is a planning draft, not tax, legal, or investment advice, and nothing is implemented from this form alone.

I understand. This form prepares a conversation. It does not file a return, buy a policy, or move money.

Who else may see this file?

Spouse Accountant Bookkeeper

Anyone else

Part 1 · The life

The life you want this plan to pay for

What a life you love looks like, in a sentence After-tax spending you need each year, in today's dollars After-tax spending you want, if it is higher When you want to stop working, or a range

Cash you want kept aside and not invested Whose name is that cash in

Legacy Gifts or inheritance you want to leave, and to whom. Anything that changes the plan Health, a child with a disability, a parent you support, a divorce, a shareholder fight.

Part 1 · The people

Each person this plan is for

The client, their spouse, and each child or other dependant. Income, property, and insurance are asked for each adult. The home is asked once.

The bridge

Where a person and a company meet

This is the only place both appear in the same question. The company names carry forward. You will not be asked for them again.

Part 2 · The companies

Each company on its own

The operating company, the holding company, and any other company. Names and ownership stay on the bridge.

Last question

What should this plan answer?

How to pay yourselves How much to leave in the company Where investments and insurance should sit What a sale leaves the family What happens if you die early or live a long time

How this information is handled

What you enter here is shared with me, Ethan Marchand, Managing Advisor, Client Services at Advisor Strategies, so I can prepare for our conversation. Submitting this form emails those details to me.

The link holds the same written answers in the web address. Anyone you give that link to can open those entries. The PDF is your copy. This website does not keep an account for you, and closing the tab leaves nothing saved in the browser.

Advanced case

The life you want this plan to pay for

Each person this plan is for

Where a person and a company meet

Each company on its own

What should this plan answer?