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We believe that clients have different financial planning needs based on their situation. We also believe that many families, clubs and organizations can benefit from sharing the experience of talking about money together and developing a plan for cooperative wealth stewardship. Clients may invite as many people (family, partners, trustees, and other advisers) to participate as they wish. The only condition being a willingness to discuss money openly with the group. Clear boundaries and expectations can be set beforehand. Private sessions are available.

Contact us to get started, or read on for more info.

Series on Financial Planning

• Visioning & Goal Setting

Exploring your values, priorities, aspirations, and dreams

• Fact Finding

Collecting information about your past, present, and future finances; staying organized

• Financial Planning Software & the Base Case

Building a current snapshot and modeling the future

• Strategic & Scenario Planning

Designing your future

• Implementing the Plan

Selecting products, services, and tools to help you reach your goals; building the savings habit

• Monitoring & Review

Your plan is alive just as you are; developing a mindset of wealth stewardship

• Invest in Yourself First

You are your most valuable asset; fund what you love; the IRR of efficient living

Below is our secure online planning survey. Congratulations on taking the first step to a better understanding of your financial future.

Information you provide in this survey will allow us to prepare an analysis of your current financial situation and to produce a realistic assessment of your financial condition going forward. In order to obtain an accurate analysis you should provide complete information about your assets, liabilities and financial goals. The analysis can only be as relevant as the data you provide. You will need accurate information or good estimates of the following facts:

1. Savings, stock, and mutual fund balances.
2. Life, disability & long-term care insurance coverage.
3. Retirement plan (457, 401K, IRA) balances and additions.
4. Pension Plan Benefits.
5. Income sources and current living expenses.
6. Income Tax information.
7. Value of your home, vehicles, rental real estate and/or others assets.

This survey usually takes 15-20 minutes. Please note that, for security reasons, this survey must be completed in one session. Please have all your information ready to enter before you begin.

HINT: You can print this empty form to help your information gathering and then return to this form when you are ready.

All information is sent securely using the highest encryption technology available.

There is no cost or obligation for filling out and submitting the form. Prior to doing work for you we will require you to execute this contract:

Fee-only Financial Planning Consulting Contract

To begin the fact finding process click here.

You will be directed to our secure site at moneytree.com, our software vendor.