Advocacy Planning Worksheet


Name
Date of Birth
/ / (mm/dd/yyyy)
Account Number
Best time to reach you
Best Way to Contact You
Phone
Email
Preferred Branch
North Haven
New Haven íV Whitney Ave.
Hamden
Guilford
Branford
Meriden
Orange

What's important to you?
Rank the importance of the following:
Low
1

2

3

4

5
High
6
Finding more "room" in my budget
Fixing or building credit
Establishing emergency savings
Saving for a new car
Saving for children's education
Purchasing, building or remodeling a home
Retirement planning
Upcoming major events or purchases:

Housing
Do you   
Current estimated market value of your home: $

About You and Your Family...
Your Name: Spouse/Partner Name:
Children/Grandchildren:

About Your Employment...
Your Employer: Position/Title: How Long?
Spouse/Other Employer: Position/Title: How Long?
Yearly Household Income (Gross):

About Your Current Accounts...
Account Rate Balance What Financial Institution?
Mortgage % $
Home Equity % $
Auto Loan % $
Checking % $
Savings % $
Investing % $
Insurance % $
Credit Cards % $
Other % $

Tell me what you like about your current financial institution?

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