Forms

This section has been developed to assist the Clients of FINANCIAL INTERNATIONAL with the varying forms used in the information gathering process. Whether it is the Individual Income Tax Client or the Simple evaluation; to the involved Insurance gap analysis, and or any other event that involves careful consideration. Completion, prior to an office meeting, can enhance the evaluation process.

Emergency Fund Worksheet	Target and identify emergency savings for the "time" it's needed.	Click HereClick Here
Income to Debt Evaluation Worksheet	Monthly income, expenses, and evaluation.	Click HereClick Here
Client Tax Organizer	Year’s tax items organized for preparation.	Click HereClick Here
Life Insurance Assessment Worksheet	Life Insurance needs analysis — income replacement, final expenses, and funding gaps, less current coverage and Social Security.	Click HereClick Here
Business Profit & Loss Worksheet	Analysis of Business sales, cost of goods sold, expenses, net income, debt-to-income, and gross margin.	Click HereClick Here
Needs Analysis Form	Planning for special needs evaluation.	Click HereClick Here
Insurance GAP Analysis	Overall insurance inventory and analysis.	Click HereClick Here
Income & Expense Analysis Form	Monthly income, expenses overview and examination.	Click HereClick Here
SWOT Analysis Worksheet	Strengths, weaknesses, opportunities, threats review and evaluation.	Click HereClick Here
Debt Evaluation Worksheet	Debts, rates, and payoff review.	Click HereClick Here
Vehicle Worksheet	Vehicle expense, loans, and related costs.	Click HereClick Here
Law Enforcement Checklist	Unreimbursed duty expenses for law enforcement — dues, work tools, uniforms, weapons, safety gear, and related costs, with a running total.	Click HereClick Here