When would you like to retire? Your retirement age Spouse's retirement age Remove Add a spouse Next How old are you? Your age Spouse's age Back Next Sex We use this information to determine your life expectancy. Morbid, we know. Your sex at birth MaleFemale Spouse's sex at birth MaleFemale Back Next Whats's your first name? We use this information to determine your life expectancy. Morbid, we know. Your first name Spouse's name Back Next How many kids do you have? Number of dependent children Back Next Risk Tolerance What kind of market ups and downs are you comfortable with? You Little Moderate Large Little Moderate Large Back Next Annual income Include approximate salary, commissions, bonuses, and rental income. Your gross income Back Next investment / saving accounts? YesNo TFSA YouSpouse RRSP YouSpouse Non registered account YouSpouse Cash savings account RESP Back Next RESP Combined RESP balance for all children Back Next Monthly savings Include how much money you and spouse put toward all your savings and investments accounts All investment and savings contributions Back Next Your home Do you rent or own your home? OwnRent How much is your home worth? What's the remaining mortgage balance? Your mortgage payment How much is your rent? Back Next Your debts Besides your mortgage, do you and spouse have any other debt? YesNo What debts are you paying off? Credit cardReal estate debt (other than home)Line of creditCarOther Back Next Line of credit Balance owing average-payment Back Next Life insurance products Do you and Spouse pay for life insurance products? YesNo What insurance products do you have? Life InsuranceCritical illness InsuranceDisability Insurance Back Next Life insurance Your payment Your coverage Spouse payment Spouse coverage Back Next Investment & Savings Do you and Spouse have funds in any investment / saving accounts? YesNo Back Next Defined benefit workplace pension Do you have a defined benefit workplace pension? YesNo How much will it pay you in retirement? Does Spouse have a work place pension? YesNo How much will it pay you in retirement? Back Next Submitted On your way for a brighter financial future. You should your Planswell partner within the next 24-48 hours. Got it
