Your retirement,
on paper.
Before we build your plan, we need to understand your situation — your accounts, your goals, and what's been on your mind. This form is how you tell us. Everything you share goes directly to Andrew, who builds your plan personally.
About you.
Starting with the basics. Fill in what applies. If you're single or retired alone, skip any spouse/partner questions.
Your retirement picture.
Where you are, where you want to go, and what's been on your mind. Be direct — specifics help us build a better plan than platitudes do.
Your income.
What's coming in today, and what's expected in retirement. Approximate numbers are fine — we'll verify everything during the plan meeting.
Social Security
Other income sources
Your accounts.
List the major accounts and approximate balances. Round to the nearest $5,000 or $10,000 — we'll get exact statements during onboarding. Add notes if you're unsure of an account type.
Cash and near-cash
Investment accounts
Real estate & debt.
Your home, other property, and what you owe. These shape your cash-flow picture and help us think about retirement housing decisions.
Primary residence
Other real estate
Other debt
Insurance & estate.
Protection you have in place, and the legal documents that govern your estate. Gaps in either are common — no judgment, just the starting point.
Insurance
Estate documents
Your goals.
The specific things your retirement money is for. Be concrete — \"travel\" is too vague; \"three weeks in Italy next fall\" is what we can actually plan for.
Your current situation.
Where you are today with financial advice, and what's prompting the conversation with us. Directness helps — we'd rather understand the real story than a polite version.
Anything else.
The space for everything that didn't fit a specific question. Family situations, health considerations, inheritance expectations, questions for Andrew — whatever it is, if it matters to your plan, it goes here.
Review & submit.
Quick review of what you've shared. Scroll through to make sure nothing's off. When you're ready, submit and Andrew will have your plan underway within 24 hours.
Ready to send?
Clicking Submit sends your intake directly to Andrew at info@whalenfinancial.com. He reviews every intake personally and will have your plan underway within 24 hours.
Thank you.
Your intake is on its way to Andrew. He reviews every intake personally and will have your plan underway within 24 hours.
Questions before your plan meeting? Reply to any email from us, or text us at the number on your welcome note.