Forms

Forms for new and renewing clients to complete (in order):

Pre-planning profile (prospective clients; 3 min. est. completion time). Then schedule a prospective client discovery meeting on my calendar.
Risk profile (new and renewing clients; 5 min. est. completion time. Both spouses must be present to complete this profile at the same time).
Plan data input (new and renewing clients; 30 min. est. completion time).
Upload your most recent filed tax return (new and renewing clients; include form 1040 or 1040-SR, all schedules and worksheets).
Plan review (renewing clients; 5-10 min. est. completion time).
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. Note: I do not need statements for accounts held at Folio Investing.
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: