Financial Plan Fact Finder

Share Your Story with Us

We believe financial planning is essential to support a lifetime of happiness. Our team is here to help you create a financial plan that aligns with your goals and aspirations. To give you an example of what to expect, view a sample “lite” retirement financial plan.

Ready to get started?

Fill out the form below and take the first step towards a brighter financial future.

Client and Co-Client Information

Client First Name

Co-Client First Name

Client Last Name

Co-Client Last Name

Client Date of Birth

Co-Client Date of Birth

Client Annual Earned Income

Co-Client Annual Earned Income

Client Annual Other Income

Co-Client Annual Other Income

Client State of Residence

Co-Client State of Residence

Client Retirement Age

Co-Client Retirement Age

Estimated Living Expenses

Combined Client/Co-Client Estimated Monthly Retirement Living Expenses

Savings and Contributions

Client Pre-Tax 401k/IRA Total Balance

Co-Client Pre-Tax 401k/IRA Total Balance

Monthly Client Pre-Tax 401k/IRA Contribution

Monthly Co-Client Pre-Tax 401k/IRA Contribution

Client Roth Total Balance

Co-Client Roth Total Balance

Monthly Client Roth Client Contribution

Monthly Co-Client Roth Client Contribution

Monthly Client 401k/IRA Employer Match

Monthly Co-Client 401k/IRA Employer Match

Retirement Income

Client Taxable Accounts & Cash Total Balance

Co-Client Taxable Accounts & Cash Total Balance

Monthly Client Taxable Accounts & Cash Contributions

Monthly Co-Client Taxable Accounts & Cash Contributions

Other Retirement Income Amount (Pension, Rental, Royalties, etc.)

Other Retirement Income Start / End Date

Contact Information

Preferred Contact Method

Phone

Preferred Client Email

Preferred Co-Client Email

Preferred Phone Number

Please note that it will take 5-7 business days to put your financial plan together. This allows our team to thoroughly review your information and prepare your plan. Once it's ready, we encourage you to connect with an advisor for a brief meeting to review the plan, discuss our recommendations, and address any questions. Please provide your preferred contact information so we can schedule a time that works best for you. If you prefer to review your plan independently, we can securely send it to you via email — though we strongly recommend discussing it with an advisor to maximize its value.