Forms
Forms for new and renewing clients to complete:
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Pre-planning profile (prospective clients; 3 min. est. completion time). Then schedule a prospective client discovery meeting on my calendar.
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Plan data input (new and renewing clients levels two, three, four; 15-30 min. est. completion time).
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Wealth Access account portal (level two, three, four new and renewing clients; 30 min. est. completion time; email us if you have never logged into the software platform).
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Risk profile (all new and renewing clients; 5 min. est. completion time. Each spouse should complete independently).
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Tax information (all new and renewing clients; 5 min est. completion time. Have your most recently filed personal tax return on hand).
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Plan review (renewing clients levels two, three, four; 5-10 min. est. completion time).
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Securely upload documents (new and renewing clients; 5 min. est. completion time).
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After you have submitted all of the above information, book a time on my calendar for a plan presentation or review meeting (new and renewing clients; please allow 2 weeks for me to thoroughly prepare).
Important documents for you to review: