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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.
| Form | Description | Download |
| Emergency Fund Worksheet | ||
| Income to Debt Evaluation Worksheet | ||
| Client Tax Organizer | ||
| Life Insurance Assessment Worksheet | ||
| Business Profit & Loss Worksheet | ||
| Needs Analysis Form | ||
| Insurance GAP Analysis | ||
| Income & Expense Analysis Form | ||
| SWOT Analysis Worksheet |
