Various documents related to financial planning for use by clients and prospective clients.
Free Review Questionnaire
.pdf
Questionnaire to be used for the free retirement planning evaluation. Our free retirement analysis certificate should have been handed in before hand.
Planning Questionnaire - Excel version
.xls
For use when completing a financial plan. In Microsoft Excel format (preferred).
Planning Questionnaire - PDF version
This PDF version should only be used if you do not own a copy of Microsoft Excel.
Document Checklist
A list of documents which we may ask during our financial planning process. It is rare that we would need all of these, but you may as well have them handy just in case.
Goals Clarification Worksheet
Complete this worksheet to clarify the various goals you have, and their relative level of priority.
Attitudes and Values
Two-page questionnaire to be used as the initial step in the Life Planning process.
