Forms
Forms for new and continuing clients to complete:
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Pre-planning profile (prospective clients; 10 min. est. completion time).
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Plan review form (continuing clients; 5-10 min. est. completion time).
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Upload financial account statements (prospective clients, new and continuing clients; 5 min. est. completion time). Securely upload investment account statements (employer retirement plans, brokerage accounts, IRAs, mutual funds), 401(k) investment options, employee benefit summaries, insurance statements and/or summaries (not the entire policies please!), other relevant financial documents.
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Upload your 2024 tax return (prospective clients, new and continuing clients; 5 min. est. completion time). Securely upload your 2024 tax return as soon as you file it with the IRS; forms 1040 and all filed schedules in .pdf format.
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Upload estate documents (continuing clients; 5 min. est. completion time). Securely upload wills, trust documents, powers of attorney, marital agreements, and asset protection structure documents such as LLCs or FLPs.
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Upload pay statement details (new and continuing clients; 5 min. est. completion time). Securely upload your last year-end and most recent payroll detail statements (for both spouses if married).
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Provide details related to mortgages and other loans (if applicable): original amount and date, current balance, interest rate, term, monthly payment amount (P&I), additional monthly principal amount, escrow payment amount. This information can usually be found on your most recent statement. Also include annual homeowners insurance and maintenance costs.
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Provide a budget, expense ledger, or forward-looking spending plan if you have one. The more detailed, the better. Annual expenses broken out by major categories such as housing, clothing, entertainment, medical, groceries, dining out, etc. Also include a description of large periodic "off-budget" items such as: "we plan to buy a new car every 7 years for approx. $35,000."
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Link your non-managed accounts through the FFP planning portal (if you do not have or have forgotten your login credentials, please email me).
Important documents for you to review:
FFP disclosure brochure (Form ADV Part II)