NORTH STAR RESOURCE GROUP

Section 1: Personal Information

Client Information

Spouse/Partner Information

Contact Information

Family Information

Section 2: Employment & Income

Client Employment

Spouse/Partner Employment

Other Income Sources

Type	Annual Amount	Duration	Tax Treatment
			Ordinary Income Capital Gains Tax-Free
			Qualified Dividends Ordinary Dividends

+Add Another Income Source

Section 3: Assets & Investments

Retirement Accounts

Type	Owner	Institution	Current Value	Annual Contribution
401(k) 403(b) 457 Traditional IRA Roth IRA SEP-IRA SIMPLE IRA Pension	Client Spouse
401(k) 403(b) 457 Traditional IRA Roth IRA SEP-IRA SIMPLE IRA Pension	Client Spouse
401(k) 403(b) 457 Traditional IRA Roth IRA SEP-IRA SIMPLE IRA Pension	Client Spouse

+Add Another Account

Non-Retirement Investment Accounts

Type	Owner	Institution	Current Value	Cost Basis
Individual Joint Trust 529 Plan UTMA/UGMA

+Add Another Account

Real Estate

Property Type	Current Value	Mortgage Balance	Monthly Payment	Interest Rate
Primary Residence Second Home Rental Property Land

+Add Another Property

Bank Accounts & Cash

Section 4: Liabilities & Debt

Type of Debt	Balance	Monthly Payment	Interest Rate	Years Remaining
Primary Mortgage
Auto Loans
Student Loans
Credit Cards				N/A

+Add Another Account

Section 5: Insurance Review

Life Insurance

Insured	Type	Death Benefit	Premium	Beneficiary
Client Spouse	Term Whole Life Universal Life Variable Life

+Add Another Policy

Other Insurance

Section 6: Goals & Objectives

Retirement Planning

Financial Goals Priority Ranking

Section 7: Risk Tolerance Assessment