Forms
Forms for new and renewing clients to complete (in order):
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Pre-planning profile (prospective clients; 10 min. est. completion time). Then schedule a prospective client discovery meeting on my calendar.
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Risk profile (new and renewing clients; 10 min. est. completion time).
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Plan data input (new and renewing clients; 45 min. est. completion time). Use your e-mail address and password to login or click "forgot your password" or "sign up here."
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Plan review (renewing clients; 5-10 min. est. completion time).
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Securely upload documents (new and renewing clients; 5 min. est. completion time). 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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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: