Financial Planning Services
Start your plan today!

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The sources below will provide the most information to begin your financial plan.

Getting Started... What is most important to you?

What are your goals for your future?  We will discuss your Short-Term and Long-Term Goals, needs, and priorities.  We encourage you to spend some time thinking about these, and writing them down in preparation of preparing your financial plan. 

Data Gathering Checklist

PersonalPrint Data Gathering Checklist

Income tax returns from the last two years
Social Security statements
Total of debts owed to individuals
Budget of personal and living expenses
Current wills and trust agreements
List of all real estate (including market value and cost basis)
Current statements for all investment ventures, partnerships, stocks, bonds, mutual funds, cash accounts, etc.
Most recent report of vested interests in pensions, IRAs, profitsharing plans (e.g. 401k, ESOP) and other tax-favored retirement plans (e.g. 403b, SEP)
Documents pertaining to other corporate benefit plans
Current statements of any life, disability, or long-term care insurance policies
Other relevant personal documents, such as:


Income tax returns from the last two years
Financial statements
Other relevant business documents, such as:

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(920) 743-5551 or (800) 267-3610
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