Congratulations! You’re embarking on the important first steps to taking charge of your finances, your future, and your legacy.

You’ll begin by gathering all of your financial information necessary to provide as thorough of a financial picture as you possibly can, then click on the links below to download and fill in the appropriate information digitally or manually from the following form links.

Once complete you can then securely upload them back to us using the secure upload link below.

From there, we’ll carefully go over the forms together and begin a thorough examination of your current financial situation with you. This allows us to identify any missing information and ensure we’ve gathered a complete picture of your current finances. This vital step provides the direction we’ll need to take to begin to map out the path to your personalized financial future.

• Financial Planning Checklist(PDF)

• Financial Attitudes Questionnaire(PDF)

• Personal Information Sheet(PDF)

• Cash Flow Worksheet(PDF)

• Assets & Liabilities Worksheet(PDF)

Secure Upload Link

See links below for accessing the custodians and tools we use to help clients.

• Fidelity

• American Funds

• ShareFile Secure Portal

Below you will find resources to help clients interact with the tools we use.

• Fidelity.com Guide

  • Logging in to and interacting with your accounts at Fidelity

• Client Secure Portal (ShareFile) Guide for Use

  • Logging in and interacting with our client secure portal(PDF)