Foursteps

Complete your profile

  • General
    Information     Personal Information Personal Information 25%
  • Financial
    goals     Personal Information Personal Information 50%
  • Assets &
    liabilities     Personal Information Personal Information 75%
  • Insurance Personal Information Personal Information 100%
 
Your Assets
Do you have an emergency savings fund? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

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What is the total balance of all your savings accounts? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is your average monthly contribution to your savings account? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

Do you currently rent or own your home? (Select one) Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is your monthly rent payment? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is your monthly mortgage payment? Include HOA, property tax, insurance, etc. Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is the current value of your home? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is your remaining mortgage balance? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

Do you have an employer sponsored retirement account (401k, 403b, etc)? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What percentage do you contribute? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What percentage does your employer match? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is the current balance? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

Does your spouse have an employer sponsored retirement account? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What percentage do your spouse contribute? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What percentage does your spouse’s employer match, if applicable? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is the current balance? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

Do you have an Individual Retirement Account (IRA or Roth IRA)? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

How much do you contribute annually? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is the current balance? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

Does your spouse have an Individual Retirement Account? Information
Lorem Ipsum is simply dummy text

It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

How much do you contribute annually? Information
Lorem Ipsum is simply dummy text

It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is the current balance? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

Do you or your household own any additional market investments outside of a retirement account? Taxable brokerage or mutual fund account. Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

How much do you contribute annually? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is the current balance? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

Do you have an HSA, FSA, or other medical savings account? Information
Lorem Ipsum is simply dummy text

It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

How much do you contribute annually? Information
Lorem Ipsum is simply dummy text

It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is the current balance? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

Do you or your household own any additional investments? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

Your Liabilities
What is your current mortgage balance (if applicable)? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

Do you have a second mortgage (HELOC) or otherwise? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is your monthly minimum payment? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is the remaining balance? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is the interest rate? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

Do you have an auto loan(s)? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is your monthly payment? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is the remaining balance? Information
Lorem Ipsum is simply dummy text

It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is the interest rate? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

Do you have student loans? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is your monthly payment? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is the remaining balance? Information
Lorem Ipsum is simply dummy text

It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is the interest rate? Information
Lorem Ipsum is simply dummy text

It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

Do you have credit card debt? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is your total minimum payment of all credit cards? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is the total remaining balance of all credit cards? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is the average interest rate of your credit cards? Information
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It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

Do you have a personal loan? Information
Lorem Ipsum is simply dummy text

It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is your monthly payment? Information
Lorem Ipsum is simply dummy text

It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is the remaining balance? Information
Lorem Ipsum is simply dummy text

It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is the interest rate? Information
Lorem Ipsum is simply dummy text

It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

Do you have any other debts? Information
Lorem Ipsum is simply dummy text

It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is your total monthly payment of all other debts? Information
Lorem Ipsum is simply dummy text

It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.

What is the total remaining balance of all other debts? Information
Lorem Ipsum is simply dummy text

It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.