Forms

Forms for new and renewing clients to complete:

Pre-planning profile (prospective clients; 10 min. est. completion time). Then schedule a prospective client discovery meeting on my calendar.
Plan review (renewing clients; 5-10 min. est. completion time).
Plan data input (new and renewing clients; 30 min. est. completion time).
Risk profile (new and renewing clients; 10 min. est. completion time, if married, each spouse please complete independently).
Upload financial statements (new and renewing 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.
Upload tax returns (new and renewing clients; 5 min. est. completion time). Securely upload your two most recent filed tax returns; forms 1040 and all filed schedules.

Important documents for you to review: