The S.M.A.R.T. Lifestyle
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    The SMART Lifestyle Financial Health Assessment


    Personal Information


    Goals

    ​Please rank 1 through 5 on each below, 1 being of most importance and 5 being of least importance.

    Document Checklist


    Retirement Plan

    Cash Flow
    Income Types
    Cash Flow
    Income Types
    Future Income
    (Go to www.ssa.gov to get your latest social security statement)
    You
    Spouse
    Current Insurance (Excluding employer-covered insurance)
    Mortgage

    ​Assets
    Taxable Accounts
    Tax Deferred Accounts
    Tax Free Accounts
Submit

​Call us at (864) 859-4778
​​[email protected]

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  • Home
  • About S.M.A.R.T.
    • S.M.A.R.T. Planning
    • Meet the Team
    • S.M.A.R.T. Gives Back
  • Resources
  • Workshops
  • S.M.A.R.T. Reviews