We'd like to gauge how things are going, so we can best do our part. Below are two checklists to help us identify your preferences, goals and areas to work on.
Financial Satisfaction Checklist - An assessment of how you personally feel about your progress towards financial goals
Life Transitions - A list of potential important events that may impact our planning conversations
Consider reviewing these or completing the forms to help prepare for our appointment. You may upload them using the secure link below.
As an annual best practice, ensure the following items are accurate:
If any of these items need to be updated, please have the details with you and we'll help you make these changes.
If you are set up with an eMoney client website, please provide updated documents by uploading them into the SHARED DOCUMENTS folder in your Vault. You can revisit the details of website security here.