Uncommon Financial Dashboard Your browser does not have JavaScript capabilities enabled. This page (and other pages on this site) may not work as designed. It is highly recommended that you enable JavaScript and reload this page for optimum usability and experience. All required fields are marked with *This form could not be completed. Please review the highlighted messages below.About You*Name(s):E.g., Jane Doe for individuals or Jane and John Doe for couples.*Age(s):E.g., 40 for individuals or 40 and 39 for couples.*Email Address:Where your Uncommon Financial Dashboard will be emailed.Phone #:Financial Freedom To answer the following questions, please look ahead to an ideal and realistic date when you would like to achieve financial freedom. *Freedom Date:MM/DD/YYYY (in the future)*Monthly Income Goal:Your ideal monthly income after reaching your Financial Freedom Date.*Sources of Income:The number of income sources you are projected to have available at your Financial Free Date.Investor Profile Knowing your Investment Objective is helpful for us as we partner with you to try to achieve Uncommon Wealth. Here are the categories that can help you think through what your investment objective is: *Investment Objective: Capital Preservation: Not wanting loss of your principal on your asset/investment. Income / Cash Flow: Asset/Investment solely focused on income and not concerned about the asset/investment growing in value. Growth & Income: Wanting more income but also for the asset/investment to grow. Growth: Wanting the asset/investment to grow and not concerned about income. Aggressive Growth: High-risk strategy designed for signification growth. Speculation: Very high-risk strategy that seeks maximum gain and total potential loss.*Risk Tolerance: Conservative: values protecting principal over seeking appreciation. This investor is comfortable accepting lower returns for a higher degree of liquidity and/or stability. Moderately Conservative: values principal preservation, but is comfortable accepting a small degree of risk and volatility to seek some degree of appreciation. Moderate: values reducing risks and enhancing returns equally. This investor is willing to accept modest risks to seek higher long-term returns. Moderate Growth: values higher long-term returns and is willing to accept considerable risk. This investor is comfortable with short-term fluctuations in exchange for seeking long-term appreciation. Moderately Aggressive: primarily values higher long-term returns and is willing to accept significant risk. This investor believes higher long-term returns are more important than protecting principal. Aggressive: values maximizing returns and is willing to accept substantial risk. This investor believes maximizing long-term returns is more important than protecting principal.Current Income Sources Please list your current income sources. E.g., John's Wage, Jane's LLC, etc. Income Source: - Remove Source Income Source: - Remove Source Income Source: - Remove Source Income Source: - Remove Source + Add SourceIncome Source: - Remove Source Future Income Sources Please list your future income sources. E.g., John's LLC, Jane's Social Security, Building Rent, etc. Income Source: - Remove Source Income Source: - Remove Source Income Source: - Remove Source Income Source: - Remove Source + Add SourceIncome Source: - Remove Source Current Debts Please list your current debts. E.g., Mortgage, Jane's Car, John's Student Loan, etc. Name:Amount: - Remove Debt Name:Amount: - Remove Debt Name:Amount: - Remove Debt Name:Amount: - Remove Debt + Add DebtName:Amount: - Remove Debt Current Wealth: Real Estate Please list your current real estate assets and their appraised values. E.g., Primary Home, Lake Home, Condo, etc. Name:Amount: - Remove Real Estate Name:Amount: - Remove Real Estate Name:Amount: - Remove Real Estate Name:Amount: - Remove Real Estate + Add Real EstateName:Amount: - Remove Real Estate Current Wealth: Business Please list your current business assets and their net worth. E.g., John's LLC, Jane's LLC, etc. Name:Amount: - Remove Business Name:Amount: - Remove Business Name:Amount: - Remove Business Name:Amount: - Remove Business + Add BusinessName:Amount: - Remove Business Current Wealth: Savings Please list your savings and their current balances. E.g., Bank, Life Insurance Cash, etc. Name:Amount: - Remove Savings Name:Amount: - Remove Savings Name:Amount: - Remove Savings Name:Amount: - Remove Savings + Add SavingsName:Amount: - Remove Savings Current Wealth: Retirement Please list your retirement balances. E.g., E.g., John's 401k, Jane's 401k, etc. Name:Amount: - Remove Retirement Name:Amount: - Remove Retirement Name:Amount: - Remove Retirement Name:Amount: - Remove Retirement + Add RetirementName:Amount: - Remove Retirement One Year Goals Looking ahead to the next year, identify a few financial or life goals. E.g., Promotion, Raise, Go after Vehicle Debt, Go after Student Loans, etc. Goal: - Remove Goal Goal: - Remove Goal Goal: - Remove Goal Goal: - Remove Goal + Add GoalGoal: - Remove Goal Three Year Goals Looking ahead to three years from today, identify a few financial or life goals. E.g., No Vehicle Debt, No Student Loans, $___k Net Worth, etc. Goal: - Remove Goal Goal: - Remove Goal Goal: - Remove Goal Goal: - Remove Goal + Add GoalGoal: - Remove Goal Five Year Goals Looking ahead to five years from today, identify a few financial or life goals. E.g., Mortgage Down to $___k, 401k Balances to $___k, etc. Goal: - Remove Goal Goal: - Remove Goal Goal: - Remove Goal Goal: - Remove Goal + Add GoalGoal: - Remove Goal Risk Management Please check all the risk management and insurance you currently have in place. I Have: Life Insurance Disability Insurance Long Term Care Insurance Health Insurance Will / Trust Power of Attorney Living Will I have recently reviewed my Beneficiary DesignationsProcessing...