Client File - Express Summary (German System)

1. Profile

Date of Birth

Nationality

Marital Status

Do you have children?

Date of Arrival in Germany

Target Retirement Age

Monthly Retirement Income Goal (€)

Estimated Monthly NET Income (€)

Tax Class (Steuerklasse)

Do you have investments?

Bonus / 13th Month Salary

Housing Type

Fixed Costs (Energy, subscriptions...) (€)

Daily Consumption (Food...) (€)

Other Expenses (Leisure, health...) (€)