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Documents Needed for Financial Planning

Documents Needed for Financial Planning

Expenses Worksheet

The documents in the above links will be needed as we work together to develop a financial strategy that aligns with your goals and objectives.

Please print the above document list and gather the items that are readily available to bring to the first meeting. More may be brought to subsequent meetings.

Please fill out the Expenses Worksheet and bring it with you to the next meeting or email the sheet to us. 

All information will be treated confidentially and returned when your financial plan is completed or sooner. 

Thank you and we look forward to working with you!