Useful Documents

The following documents help us to better understand your current finances. The Budget Worksheet which itemizes expenses such as mortgage payments, insurance, medical expenses, groceries and income streams allows us to understand your household needs. Our Financial Planning Checklist and Review Checklist are designed to assist you in preparing for your meeting. We ask for these useful documents so that we have a complete picture of your financial situation. Our in-depth discovery process helps us understand your important goals.