Your Financial Profile
The objective of the planning process is to lead you from where you are today to where you want and need to be. We have an initial form that we use to learn more about you and your situation.
We ask new clients to fill out Your Financial Profile, our confidential fact finder. Based on the information you share in this document and from our subsequent conversations, we identify your goals, dreams, and plans, using them to formulate a customized plan for you and your family.
In addition to the completed form, we ask you to provide any of the below relevant and accessible supporting documents:
- Copies of all wills and trusts
- Previous year’s tax return(s)
- Copies of recent statements from:
- Bank Accounts
- Investment Accounts
- Insurance Policies
- Annuities
- Copy of recent pay stub(s)
- Monthly Budget
- Business financial statements
- Copies of employer benefit programs
- Group Life
- Health Insurance
- Disability
- Pension/Retirement Plans
PLEASE NOTE: Both the Your Financial Profile form and any of the requested documents should not be emailed, due to the privacy of the information you are providing.
Let's Begin the Conversation!
Every journey begins with a single step.
When you are ready to begin your financial future, chart your path to retirement, or perhaps just make a course correction, we are here and ready to help.
If you have questions or just want to talk, please fill out this form, and we’ll be in touch to assist you in any way you need.