SPARTAN WEALTH

Personal Information MANAGEMENT

Client Co-Client/Beneficiary (if applicable)

Full Legal Name Full Legal Name

Single Married Single Married

Marital Status Marital Status

Social Security # Social Security #

Street Address Street Address

City State ZIP City State ZIP

Home Phone Home Phone

Office Phone Office Phone

E-Mail E-Mail

Occupation/Position Occupation/Position

Employer Employer

Driver's License Number Driver's License Number

Issue Date Expiration Date

Annual Income Annual Income

<$20k $20k-$50k $50k-$100k $100k-$250k $250k-$500k >$500k <$20k $20k-$50k $50k-$100k $100k-$250k $250k-$500k >$500k

Schwab/ S.W.M. Holdings $

Annual Expenses Primary Residence $

Outside Holdings

Stocks $
Bonds $
Options $
Commodities $
Real Estate Investments $
Mutual Funds $

Ins/ Annuities $
REIT/OPP/LP $
Conservative Moderate Growth Aggressive
Other (Retirement/College ) $
Cash/ Bank Products $
Interval Funds $

Total $