Financial Planning
Forms & Guides
Practical tools to help you prepare,
organize your financial life, and make better use of
every financial planning conversation.
Prepare for Your First Conversation
A productive financial planning conversation starts with the right information. These resources can help you organize what matters and prepare for a more focused discussion.
Questions to Ask a Financial Advisor
Questions to help you better understand an advisor’s fees, services, credentials, investment approach, and potential conflicts before deciding who to work with.
Discovery Meeting Worksheet
Complete this 10–15 minute worksheet before your discovery meeting so we can focus the conversation on your priorities, concerns, and what matters most to you.
What to Bring to Your First Meeting
A simple checklist of the financial documents and information that may help us better understand your income, investments, taxes, debt, insurance, and estate planning.
Planning Forms & Questionnaires
These fillable forms and questionnaires help us gather information for specific planning conversations. Complete only the resources our team asks you to use and return them through the secure method provided.
Planning Engagement Expectations
Understand how our planning relationship works, what you can expect from us, and what we ask from you to keep the process clear, collaborative, and productive.
Financial Planning Data Sharing Guide
A comprehensive fillable guide for financial planning clients to organize family, income, expenses, assets, liabilities, insurance, goals, and other planning information.
Financial Risk Review Worksheet
A practical worksheet to help identify and quantify financial risks so you can make clearer, more confident decisions about which risks to transfer or accept.
Investment Priorities & Preferences
A guided worksheet we use together to clarify what you want your investments to accomplish, the tradeoffs you’re comfortable making, and the approaches you’re open to exploring.
Planning Reference Guides
These reference guides can help you organize important documents, review key account details, and better understand the information that may be useful during a financial planning conversation.
Beneficiary & Account Ownership Guide
Understand the account ownership and beneficiary information worth reviewing across bank, investment, retirement, and other financial accounts.
Estate Planning Documents Guide
A practical reference for the wills, trusts, powers of attorney, healthcare directives, and other estate planning documents you may want to locate and keep organized.
Tax Planning Documents Guide
A reference to the tax returns, income records, business documents, charitable giving information, and other items that may support a proactive tax planning conversation.
Guides, eBooks & Tools
Explore educational guides and tools covering retirement, healthcare careers, business ownership, tax planning, and other financial decisions that can shape your future.
SMART Guide to Retirement
Explore the financial decisions that can shape retirement, including income, investments, taxes, healthcare, risk, and maintaining the lifestyle you have built.
Student Loan Strategy Calculator
Explore how different repayment and forgiveness choices may affect your monthly payment, repayments timeline, and potential forgiveness.
Financial Planning for Business Owners
Explore the financial considerations that can arise when your business, personal wealth, taxes, retirement, and future plans are closely connected.
Our Investment Philosophy
Explore our disciplined, personalized approach to investing and how risk, taxes, costs, and changing financial priorities shape the way portfolios are built and managed.
2026 Annual Tax Reference Guide
A quick reference to 2026 tax brackets, deductions, retirement contribution limits, estate and gift tax figures, and other key tax thresholds.