Welcome! We’re excited to work together.

Please complete our data gathering worksheet, linked below. Your answers to these questions will enable us to better assist you. The more detailed the information we receive from you, the more tailored your financial plan will be for your particular needs.

Please gather the following items to reference and/or upload:

Note: Not all items may apply to you.

 

  • Most recent tax return

  • Most recent pay stub or W2

  • Most recent investment statements

  • Loan statements

  • Pension estimates

  • Employee equity compensation statements

  • Social Security benefit estimates

  • Existing wills, trusts, or powers of attorney

 

This worksheet takes about 60 minutes to complete, so grab some coffee or tea, or the cocktail of your choice.

You will have the option to securely save what you’ve inputted and return to complete at a later time. Your information is securely collected and stored through FormStack, which encrypts your data through multiple security measures.