Questionnaires

Client Estate Planning Review

Are you confident your current estate plans are aligned with your wishes for your:

Distribution of assets: Who gets what, when and under which conditions? Have you protected your heirs from potential loss of your hard earned wealth due to creditors, future divorce, mismanagement and inexperience?

Administration: If you are unable to make decisions about your healthcare and finances, need a guardian for minor children, executor for your will or successor trustee, who would you choose?

Management: If you own a business or investment property, who is set to acquire and/or manage your assets after your death?

Income: Will a surviving spouse be able to continue maintaining their current lifestyle for the remainder of their lifetime in the event of a premature death?

Taxes: Are you taking advantage of every opportunity to reduce potential estate taxes and income taxes payable by your estate and heirs?

Caregiving Planning

Identify the Key Challenges You'll Likely Face.
If you find yourself in a current or future caregiving situation for a loved one, complete the attached questionnaire to help us develop a care plan that will reduce stress for all involved and ensure this next chapter accounts for the wishes of your loved one. Proper planning can help protect assets and provide an organized process to help manage the financial, medical, housing, and legal aspects of the transition.

Start the Questionnaire

What's Important to you?

No right or wrong answers here. We want to learn about how you feel about the intersection of your life and your money.

Learn more

Ready for A Financial Life Checkup?

Keeping us informed about life changes is crucial because financial plans are built on current circumstances, and even small shifts can impact your long-term stability.

Financial Life Checkup

Get your financial life organized.

If your financial life seems more like your kitchen junk drawer, we can help you get organized. Fill in a few quick pieces of information and get the process started.

Get Organized

Financial Planning Items

Please click the link below to see the list of items we will need to gather and analyze for your planning engagement.

Download Planning Checklist

Financial Planning Data Collection

Plan to have answers to the following information (as much as possible) when we meet.

Client Planning Questionnaire

New Client Information

Complete this questionnaire with the information we will need to open your accounts.

Send your data