FMC Family Profile -

I have found that a significant part of effective financial planning involves setting goals and objectives that are in harmony with the client's views, responsibilities and relationships ( financial and nonfinancial) with family members and others. As a first step in exloring these matters, please write your name in the "You" box and then write in names as applicable, for family members such as spouse, children, parents, etc. Please also indicate whether male or female, the date of birth (or date of death of deceased persons), and estimates in thousands of the amount of assets and income. Add boxes or write in addtional information as necessary.