This will be the resource page for all of the helpful planning documentation we use in our practice.
Take advantage of our free resources.
What should be included in a proper plan? We keep it simple.
Before you pay big money and buy a “Financial Plan”, call us and save.
NEW CLIENT QUESTIONNAIRE (PDF)
Some basic questions to help us get started.
Quick form to prioritize what is financially, most important to you.
This is your first step as a client. Open the link and complete the forms.
MY LEGACY CHECK LIST (PDF)
This is a great way to get your financial world organized. Open the link and save this with your statements.
MY LEGACY CONTACT LIST (PDF)
This is the address book every family needs. Open the link and save this with your statements.
If you are serious about getting a ‘Financial Plan’ in place, the pre-work can be daunting. Here is your check-list of most of the needed documents to get started.