Cash flow form – Gilboy Finance

General Information

In this section you will be asked information about yourself.

Desired retirement age?

Family

In this section you will be ased questions about your family.

Are you married or in a partnership?

Yes

Partner's First Name

Partner's Middle Name

Spouse/Partner Email

Date of Birth of spouse/partner.

Spouse's desired retirement age?

Do you have children?

Yes

Enter their name and age. Separate each by commas.

Do you have grandchildren?

Yes

Enter their name and age. Separate each by commas.

Work (Client 1)

In this section you will be asked question about your job.

Are you employed?

Yes

How many years have you worked at your current job?

Is your spouse/partner employed?

Yes

How many years have you been at this job?

Income (Client 1)

In this section you will be asked questions about your income.

Fill out the monthly and annual amounts.

Mon. = Month Inc. - Income

Ann. = Annual Soc. - Social

Gross Ann. Income (1)

Gross Ann. salary (1)

Other Forms of Income

Monthly Ali./Child Sup.

Annual Ali./Child Sup.

Spouse/Partner's Income

In this section you will be asked questions about your spouse's/partner's income.

Not Applicable please click next.

Fill out the monthly and annual amounts.

Mon. = Month Inc. - Income

Ann. = Annual Soc. - Social

Gross Ann. Income (2)

Gross Ann. salary (2)

Other Forms of Income

Monthly Ali./Child Sup.

Annual Ali./Child Sup.

Joint or Separate Assets (Client 1)

Choose whether or not you have any joint assets.

This section is not applicable please click next.

Do you have joint assets?

Yes

Joint Short Term Assets
Select all the assets that apply to you from the drop-down below.

Acc. = Account
(Click the plus sign to add more)

Short Term Assets (Client 1)

This section focuses on your current assets.

Select all the assets that apply to you from the drop-down below.

Acc. = Account
(Click the plus sign to add more)

Spouse/Partner Short Term Assets

This section focuses on your spouse's/partner's current assets.

Not Applicable please click next.

Select all the assets that apply to you from the drop-down below.

Acc. = Account
(Click the plus sign to add more)

Long Term/Retirement Assets (Client 1)

This section focuses on you long term assets, specifically retirement assets.

Select all that applies to you and fill out the Annual and Company contribution.

(Click the plus sign to add more)

Spouse/Partner Long Term/Retirement Assets

This section focuses on you long term assets, specifically retirement assets.

This section is not applicable to you please click next.

Select all that applies to you and fill out the Annual and Company contribution.

(Click the plus sign to add more)

Short Term Liabilities (Client 1)

This section focuses on your current liabilities.

Select all the liabilities that apply to you from the drop-down below.

(Click the plus sign to add more)

Spouse/Partner Short Term Liabilities

This section focuses on your current liabilities.

This section doesn't apply please click next.

Select all the liabilities that apply to you from the drop-down below.

(Click the plus sign to add more)

Real Estate (Client 1)

Primary Residence i.e This section asks you questions about your personal residence.

Please fill out the appropriate fields.

(click the plus sign to add for more houses. Start with your primary home)

ARET - Annual Real Estate Taxes

MMP - Monthly Mortgage Payment

HOA - Home Owners Association

PMIAP - Private Mortgage Insurance Annual Premium

HOI - Home Owners Insurance Annual Premium

MMP - Monthly Mortgage Payment

LV - Loan Value

OLV - Outstanding Loan Value

IR - Interest Rate

LC - Line of Credit

Term

Do you own your place of residence?

Yes

Current estimated value

Do you currently have a mortgage on this residence?

Yes

Do you have any Additional lines of credit?

Yes

Spouse/Partner Real Estate

This section asks question about your property.

This section isn't applicable please click next.

Please fill out the appropriate fields.

(click the plus sign to add for more houses. Start with your primary home)

ARET - Annual Real Estate Taxes

MMP - Monthly Mortgage Payment

HOA - Home Owners Association

PMIAP - Private Mortgage Insurance Annual Premium

HOI - Home Owners Insurance Annual Premium

MMP - Monthly Mortgage Payment

LV - Loan Value

IR - Interest Rate

LC - Line of Credit

OLV - Outstanding Loan Value

Term

Do you own your place of residence?

Yes

Current estimated value

Do you currently have a mortgage on this residence?

Yes

Do you have any Additional lines of credit?

Yes

Permanent Life Insurance (Client 1)

This section asks questions about your Insurance assets.

Please fill out the appropriate fields.

(click the plus sign to add more fields)

Whole Life Insurance

Do you have whole life insurance?

Yes

Company Contribution

Indexed Universal Life Insurance

Do you have indexed universal life insurance?

Yes

Company Contribution

Variable Universal Life Insurance

Do you have variable universal life insurance?

Yes

Company Contribution

Other Insurance

This section asks questions about other insurance you may have.

Spouse/Partner Permanent Life Insurance

This section asks question about your spouse's/partner's Insurance assets.

This section isn't applicable please click next.

Please fill out the appropriate fields.

(click the plus sign to add more fields)

Whole Life Insurance

Do they have whole life insurance?

Yes

Company Contribution

Indexed Universal Life Insurance

Do they have indexed universal life insurance?

Yes

Company Contribution

Variable Universal Life Insurance

Do they have variable universal life insurance?

Yes

Company Contribution

Spouse/Partner Other Insurance

This section asks questions about other insurance you may have.

Thank you for completing the form! Head back to your client dashboard to see if there are other forms you need to fill out.