MWM — Financial Planning Questionnaire

Financial Planning Questionnaire

1You start it
Answer everything you already know about the household, then tap Flag blanks for client and Save file.

2Client finishes it
Email them this file plus the saved answers. They switch to Client view, complete the highlighted questions, and save it back to you.

3You build the plan
Load their returned file, review the live snapshot, and the answers feed straight into the financial-plan document.

Submit to MWM

When you've answered everything you can, send your responses to our team. They're transmitted securely over HTTPS and emailed to Millerbernd Wealth Management.

Your email

Your phone (optional)

Live Snapshot

Updates as you type · estimates only

Net worth—

Investable assets—

Workplace 401(k)—

Home equity—

Combined gross income—

Employer match / yr—

Est. monthly take-home—

Take-home is a rough 2026 married-filing-jointly estimate (federal, FICA, an approximate state figure, and health premiums). Confirm all figures before relying on them.

Welcome

Your advisor at Millerbernd Wealth Management has started this questionnaire for you. The questions outlined in gold are the ones still needing your input.

Items your advisor already completed are shown locked. When you're finished, tap Save file at the top and email it back. Your progress saves automatically on this device.