2022 AFBA Financial Planning Guide

8-7. LIST OF IMPORTANT PEOPLE WORKSHEET (Step 2)

Individual

Name & Address

Contact Info

Family Doctor

Family Doctor

Clergyman

Insurance Agent

Tax Advisor/Accountant

Lawyer

Executor, Self

Executor, Spouse

Children’s Guardians: Child: Child:

RELATIVES & FAMILY MEMBERS

My Father My Mother

Spouse ’s Father Spouse ’s Mother Married Children:

Grandchildren:

CHAPTER 8: PRINCIPLES OF FINANCIAL PLANNING

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