Confidential Client Profile Form

Getting to Know You

Every plan we build is grounded in clear communication, proactive advice, and a deep commitment to your success. We know that informed decisions lead to better outcomes, which is why we take the time to educate and empower our clients throughout the process. We ask that you fill out our Confidential Client Profile prior to meeting with us so that our time together will be more productive.

Confidential Client Profile
Helpful Documentation

Preparing for Our Meeting

In addition to filling out the Confidential Client Profile, we ask that you bring the following documents to enable us to have a more informed discussion.

  • Most recent statements of the following:
  • Investment Account(s)
  • Retirement Account(s)
  • Pension Plan(s)
  • Life Insurance Policies
  • Bank Checking and Savings Accounts
  • Mortgage(s)
  • Credit Card(s)
  • Two years of Federal Tax Returns
  • Wills and Trust Agreements
  • Divorce Settlement Agreement
  • Pay Stubs
  • Personal Financial Statement
  • Business Financial Statement
  • Information on Real Estate Owned
  • Social Security Statements
  • Schedule of Income
  • Schedule of Expenses
  • Details on all liabilities (Balance, Term, Interest Rate, Payment Amount and Schedule)
  • Anything else financially related that you would like to review or have questions about.
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