Financial Planning Process
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Gather datafact finder, tax forms, brokerage statements, retirement accounts statements, mutual fund and annuity statements, insurance policies
Establish goalscollege funding, comfortable retirement, income needs, second home, travel
Analyze Informationmutual fund and ETF due-diligence, retirement planning, asset allocation and risk tolerance analysis
Recommendationsproduct solutions: stocks, bonds, mutual funds, ETFs, annuities, life insurance plans, tax reduction strategies
Monitor and Updateannual reviews, twice a year email updates, monthly brokerage statements, cirstatements online reporting of your accounts
This financial planning questionnaire (16 page pdf) will help you generate thoughts, questions, and opinions about you personal financial goals and situation.
Pease complete this discovery questionnaire to the best of your knowledge and return it via encrypted email or bring it with you to your appointment.