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Welcome to Planda 🐼💵

Please complete all fields and ensure the information you provide is as accurate as possible. The AI’s analysis and recommendations will only be as precise as the data you enter. We value your privacy and assure you that your information will not be shared. Any identifying information you provide will not be shared with AI, ensuring your confidentiality throughout the process.

Personal Information

Name *

First

Last

Birthday *

Marital Status *

Email *

Number of Dependents *

Zip Code *

Financial Information

Income

Primary Income *

Total annual salary or wages before any taxes or deductions. This should include all sources of earned income from full-time or part-time employment.

Additional Income *

Other sources of income that are not part of primary employment, such as freelance work, side gigs, or bonuses.

Investment Income *

Income derived from investments such as dividends, interest from savings accounts, bonds, and rental income from properties.

Rental Income *

ncome earned from renting out properties, either long-term or short-term (e.g., Airbnb).

Alimony/Child Support Received *

Regular payments received for alimony or child support as part of a legal agreement.

Pension/Retirement Income *

Regular income from pension plans, retirement accounts (e.g., Social Security, 401(k), IRA), or annuities.

Government Assistance *

Income from government programs such as unemployment benefits, disability benefits, or food stamps.

Other Income *

Any other sources of income not covered above, such as royalties, trust fund distributions, or inheritances.

Expenses

Monthly Mortgage/Rent *

Monthly payment for mortgage or rent, including taxes, insurance, and HOA fees (if applicable).

Property Taxes *

Annual property tax payments for owned properties.

Utilities *

Monthly costs for electricity, water, gas, sewage, trash, and other utility services.

Internet/Phone/Cable *

Monthly expenses for internet, telephone, and cable or streaming services.

Food/Groceries *

Monthly expenses for food and groceries, including dining out.

Car Payment Monthly payment for car loans or leases. *

Monthly payment for car loans or leases.

Transportation (Gas/Car Maintenance) *

Monthly costs for gasoline, vehicle maintenance, repairs, and public transportation.

Car Insurance *

Monthly or annual premiums for car insurance.

Health Insurance *

Monthly premiums for health insurance coverage.

Medical Expenses *

Out-of-pocket medical expenses, including co-pays, prescriptions, and any other healthcare-related costs.

Life Insurance *

Premiums paid for life insurance policies.

Childcare/Education Expenses *

Costs for daycare, school tuition, school supplies, and extracurricular activities for children.

Subscriptions *

Monthly or annual costs for subscription services such as gym memberships, magazines, software, etc.

Debt Payments *

Monthly payments for credit card debt, personal loans, student loans, and any other outstanding debts.

Miscellaneous Expenses *

Any other recurring expenses not listed above, such as entertainment, personal care, or hobbies.

Savings and Investment Fields

Savings Accounts *

Total balance in regular savings accounts, including checking and high-yield savings accounts.

Emergency Fund *

Total amount saved for emergencies. Typically, this should cover 3-6 months of living expenses.

Investment Accounts *

Current value of taxable investment accounts, including stocks, bonds, mutual funds, ETFs, and other securities.

Retirement Accounts *

Current value of retirement accounts such as 401(k), IRA, Roth IRA, or pensions.

Health Savings Account (HSA) *

Current balance in a Health Savings Account (HSA) used to pay for qualified medical expenses.

Education Savings (e.g., 529 Plan) *

Total value in accounts set aside for education expenses, such as 529 college savings plans.

Real Estate Investments *

Current market value of any real estate investments excluding primary residence.

Precious Metals/Commodities *

Value of investments in gold, silver, or other commodities.

Cryptocurrency Holdings *

Current value of cryptocurrency investments.

Business Investments *

Value of any ownership stakes in businesses or startups.

Debt

Mortgage Balance *

Current outstanding balance on the mortgage(s) for owned properties.

Car Loan Balance *

Current outstanding balance on the mortgage(s) for owned properties.

Credit Card Debt *

Total outstanding balance across all credit cards.

Personal Loan Balance *

Remaining balance on any personal loans.

Student Loan Balance *

Total outstanding student loan debt.

Home Equity Loan/Line of Credit *

Remaining balance on any home equity loans or lines of credit.

Other Debts *

Any other outstanding debts not covered above, such as medical bills or legal settlements.

Assets

Primary Residence Value *

Current market value of the primary residence.

Other Real Estate *

Market value of additional real estate holdings, such as rental properties or vacation homes.

Vehicles *

Current market value of all vehicles owned, including cars, boats, motorcycles, etc.

Collectibles *

Estimated value of collectibles such as art, antiques, stamps, or coins.

Personal Property *

Estimated value of personal property, including jewelry, electronics, furniture, etc.

Business Ownership *

Estimated value of ownership in any businesses or partnerships.

Other Assets *

Any other significant assets that should be included in the financial analysis, such as patents or intellectual property.

Tax and Legal

Tax Filing Status *

Current tax filing status (e.g., Single, Married Filing Jointly, Married Filing Separately, Head of Household). Will be used to calculate your estimated taxes.

Deductions and Credits *

Any applicable tax deductions or credits that may reduce taxable income or liability.

Insurance Policies *

Value of life, health, disability, and long-term care insurance policies.

Financial Goals

Short-Term Goals *

Financial goals to be achieved within the next 1-5 years, such as saving for a down payment on a house, paying off a specific debt, or funding an education.

Long-Term Goals *

Financial goals to be achieved in 5+ years, such as retirement savings targets, paying off a mortgage, or long-term investment goals.

Retirement Age *

The desired age at which the individual plans to retire.

Monthly Retirement Income Goals *

Specific your targets for how much you would like to receive in monthly payments when you retire.

Long-Term Accounts Assets