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.

FormDescription 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