Smart Counsel - Participant Questionnaire 2019

For our attorney clients

Please take a few minutes to fill in the below data as best you can. Estimates are fine!

Today's Date
Today's Date
Name
Name
Partner, Associate, Management. Practice area if applicable.
Spouse's Name
Spouse's Name
If applicable
We need this to estimate time in retirement. Digits only. No spacers. No hyphens
Estimate of current year, if possible.
$
Last quarter end; estimate is fine
$
Your contribution and any match.
$
Include % Equities, % Bonds, and % Cash. Also % in International and US mid and small caps, if known.
Partners Pension Plan or Cash Balance Plan
$
$
Approximate net value of firm capital account
$
Include stocks, bonds, mutual funds, ETFs etc.
$
$
$
$
Or other real esate
$
Approximate value
$
Mortgage, student debt, credit cards, auto etc.
$
Estimate if known. Or we can provide.
$
Usually a lifetime income from a pension plan from current or past employers
$
If applicable.
$
$
For example, retirement goals, spending in retirement, college etc.