Age, Income and Assumptions
Current annual income ($) 
Spouse's annual income (if applicable) ($) 
Spouse's current age (if applicable) 
Spouse's desired retirement age (if applicable) 
Investment return (%) 
Anticipated inflation rate (%)
Immediate Cash Needs
Funeral expenses ($) 
Final expenses ($) 
Mortgage balance ($) 
Other debts ($) 
Long-Term Income Needs
Desired annual income needs
(typically 70-80% of current combined income) ($)
 
Number of years income is needed 
College needs ($)
Available Resources
Investment assets ($) 
Existing life insurance ($) 
Include social security benefits?
Age of oldest child under 18 
Age of second child under 18 
Age of third child under 18 
Age of fourth child under 18 
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