Linda J. Black

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Forms and Checklists

Let’s get started!

Financial planning encompasses a wide range of strategic personal and retirement goals such as legacy planning, family support, healthcare, insurance, and charitable giving.  Below are some tools to help you get organized.

Forms

  • Monthly Budget Sheet
    Download PDF
  • Financial Goals Worksheet
    Download PDF
  • Financial Fitness Quiz
    Download PDF
  • Net Worth Statement
    Download PDF
  • Personal Document Locator Form
    Download PDF
  • Savings Goals Work Sheet
    Download PDF
  • VA: Advance Directive
    • Download PDF

Checklists

  • Caring for an Aging Parent Checklist
    Download PDF
  • Estate Planning Checklist
    Download PDF
  • Nearing Retirement Checklist
    Download PDF

Divorce

  • Checklist Prior to Divorce
    Download PDF
  • Checklist for the Recently Divorced
    Download PDF
  • Divorce & Debt
    Download PDF

Retirement 

  • Financial Inventory
    Download PDF
  • Legacy Box interview questions
    Download PDF
  • Record-Keeping Guide - What to keep and what to shred!
    Download PDF
  • S.M.A.R.T. Goals
    Download PDF
  • Taxation and Long-Term Care Insurance
    Download PDF

Key Numbers 2022

  • Estate Planning  Download PDF
  • Income Tax  Download PDF
  • Retirement Planning Key Numbers Download PDF

Contact

Linda Black ChFC, GFS, RICP, ChFEBC
101 Wirt Street, SW, Suite A
Leesburg, VA 20175
Phone 703-777-4077 Email lblack@lifemark.com

Hours

By Appointment

Monday - Friday: 9 am - 5 pm

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© 2023 Linda J. Black Linda J Black | Registered Representative and Investment Advisory Representative of and securities and investment advisory services offered throughLifeMark Securities Corp., 400 West Metro Park, Rochester, NY 14623, 585-424-5672, Member FINRA/SIPC. Click here for FINRA Broker Check. Powered by Jottful