Financial Planning Evaluation Form

	Review Current Financial Plan		Long Term Care Analysis
	Evaluate Emergency Account Need		Retirement Cash Flow Analysis
	Evaluate Options for Funding Emergency Account		Retirement Income Planning
	Evaluate Debt		Social Security Analysis
	Windfall or Inheritence Planning		Pension Election Evaluation
	Asset Allocation Evaluation		Timing of Retirement
	Asset Allocation Plan		Feasibility of Retirement
	College Planning		Healthcare Planning
	College Funding Options		Evaluation of Medicare Options
	Home Purchase/ Refinance Evaluation		Small Business Transfer Planning
	Job/Career Change		Charitable Gifting Planning
	Income Tax Planning		Estate Gifting Planning
	Stock Options Evaluation		Estate Settlement Advice
	Deferred Compensation Evaluation		Beneficiary Review
	Review of Employer Benefits		Trust Review
	Specific Advice on Employer Retirement Plans		Estate Design
	Specific Advice on 401(k)/ 403(b) Plans
	Guidance on Variable Annuities
	Guidance on Life Insurance
	Guidance on Disability Insurance
	Guidance on Long Term Care Insurance
	Basic Estate Planning Advice
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