Follow the steps below.
Please review the Financial Planning Fees Schedule to assist in pricing the plan.
Enter the Client's Name and Contact Info. Then select the financial planning services you'll be building the plan around. You can then select from either a Flat Fee or Hourly Fee Rate and add the price.
You can use this link to generate a blank Financial Planning Agreement. You can also input the client, plan services, and fee schedule and click Print Preview to generate a PDF of the FP Agreement. If the client is present you can both electronically sign and submit.
The Data Gathering form is a comprehensive checklist of documents and financial interests. The form lets the client know what documents and statements are required and organizes it into sections.
- Tax & Income
- Cash & Debt
- Investments & Retirement
- Estate Plan
- Business Interests
Client can upload the documents directly.
The Cash Flow Worksheet will help clients determine their Income and Expenses
If the client is having difficulty in articulating their financial goals this worksheet can help.
Reminder: Client must sign the Financial Planning Agreement and pay the planning fee before any work can begin.
- Personal Planning Portal : Click the link above to set up your financial planning portal. If you need help please follow the instructions in this PDF.