Financial planning documents, forms, and links for clients.

How We Work With You

Our goal is to provide the best financial planning possible and to build long term relationships with clients. These documents and forms help us set clear expectations, provide transparency into the financial planning process, and allow us to learn about your life in order to provide personalized advice. 

We ask for a lot of detailed financial information prior to our first and second meetings. It’s quite possible that we ask for much more up front than many other financial advisory firms. Each item has a distinct purpose and allows us to be intentional and efficient with our time together. 

Initial Meeting

  • Client Engagement Standards – how we work with you and what to expect; please read carefully prior to our meeting.
  • Calendly – Schedule Meeting, Review Agenda & Pre-Work. Please note: We require prospective clients to fill out a comprehensive consultation form, read our client engagement standards, and upload a recent tax return prior to our meeting. This allows us to use our time together well and helps us provide more personalized advice.

Financial Planning Process

Checklists & Flowcharts

Investment Education:
 

Client Links

Compliance

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Coming Soon!

In 2024, our name is changing to Real Wealth Planning. New website launching in late Q1-2024. 
Same service, same values, just a refreshed look!

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