Worksheet 3: Financial Outlook - PRE NUPTIAL AGREEMENT

Document Sample
Worksheet 3: Financial Outlook - PRE NUPTIAL AGREEMENT Powered By Docstoc
					____________                                 ____________________________________
Date Prepared                                Your Name

                         Worksheet 3: Financial Outlook

1. a. Do you plan to make a major purchase or an investment of more than $5,000 in
       the next two years? [ ] Yes [ ] No

   b. If so, give details.

       _____________________________________________

2. a. Are you planning a career change in the next two years? [ ] Yes [ ] No

   b. If so, give details.

       _____________________________________________

3. a. Are you planning to retire from your current occupation in the next five years?
       [ ] Yes [ ] No

   b. If so, give details.

       _____________________________________________

4. a. Are you planning to enter a college, vocational, or professional school in the next
       few years? [ ] Yes [ ] No

   b. If so, give details.

       _____________________________________________

5. a. Do you expect to receive a significant inheritance or gift in the next few years?
       [ ] Yes [ ] No

   b. If so, give details.

       _____________________________________________

6. a. Do you know of any other approaching events that are likely to affect your
       financial status? [ ] Yes [ ] No

   b. If so, give details.
_____________________________________________

				
DOCUMENT INFO
Description: Worksheet 3: Financial Outlook - PRE NUPTIAL AGREEMENT
Work  Session Work Session Owner http://snurl.com/worksession
About Are you not finding the perfect form to suit your professional and personal needs? GET HELP - CHECK US OUT