Let us help you uncomplicate, the complicated.
Resources to help us, help you.
Please find a selection of frequently requested client forms and documents attached. You’re welcome to complete the forms electronically and return them via email, or print and mail them back at your convenience. Our goal is to make this process as seamless and straightforward as possible, so please don’t hesitate to let us know if there’s anything we can do to assist.
Thinking about working with us? We cant wait to meet you. Please complete our Client Profile Form and return in advance of our initial meeting.
We are excited to work with you. Our Financial Planning Guide will provide step-by-step guidance to quickly move along your financial planning journey and allow us to craft a plan designed to help you meet your goals.
Our Expense Worksheet will help guide you have a better understanding of not just knowing where your money is, but where it is going.
Time to review your Medicare plan options? Complete our Medicare Questionnaire so we can help you understand your options and choose a plan around your specific needs.
We would love to get to know you better. Completing our our Client Interest Form will help us curate an amazing client experience and be sure we are keeping you included on all things KWMG.
Help us ensure your accounts have the most up to date beneficiaries by completing our Client Beneficiary Review Form to be confident your estate plan is properly carried out.
Our New Client Tax Preparation Checklist provides a high level overview of what is needed to help us complete your return accurately.