Your Financial Profile
We ask all new clients to fill out Your Financial Profile, our confidential fact finder. The objective of planning is to lead you from where you are today to where you want and need to be. By filling out this document and in our subsequent conversations, we identify your goals, dreams and plans, using them to formulate a customized plan for you and your family.
Once you have completed the form, please upload it to the Secure Document Upload link below.
In addition to the completed form, we ask you to provide any of the below relevant and accessible supporting documents:
- Copies of all wills and trusts
- Previous year’s tax return(s)
- Copies of recent statements from:
- Bank Accounts
- Investment Accounts
- Insurance Policies
- Annuities
- Copy of recent pay stub(s)
- Business financial statements
- Copies of employer benefit programs
- Group Life
- Health Insurance
- Disability
- Pension/Retirement Plans
PLEASE NOTE: Both the Your Financial Profile form and any of the requested documents should not be emailed, due to the privacy of the information you are providing. Physical copies can be brought to our office OR you can use our secure upload site to pass along information to our office.