Client Resources

Forms & documents, simplified.

Everything you need to get started, stay organized, or prepare for your next meeting — in one place. Complete electronically and return via email, or print and mail.

Getting Started
Client Profile Form
Thinking about working with us? Complete this form and return it in advance of our initial meeting.
PDF →
Client Interest Form
Help us get to know you better so we can curate the best possible client experience.
PDF →
Financial Planning
Financial Planning Guide
Step-by-step guidance to organize your financial information and accelerate your planning journey.
PDF →
Expense Worksheet
Understand not just where your money is, but where it's going. Essential for building an accurate plan.
Excel →
Client Beneficiary Review
Ensure your accounts have the most current beneficiaries so your estate plan is properly carried out.
PDF →
Tax & Insurance
Tax Preparation Checklist
A high-level overview of what's needed to complete your return accurately. New clients start here.
PDF →
Medicare Questionnaire
Time to review your Medicare options? Complete this so we can help you choose the right plan.
PDF →
Technology & Portals
Wealthscape Setup Guide
Step-by-step instructions for setting up and navigating your Wealthscape investment portal.
PDF →
Log in to Wealthscape
View account balances, holdings, statements, and tax documents.
Portal →
Log in to Virtue
View your complete financial plan, track goals, and see your full financial picture.
Portal →

Need help with a form?

We're happy to walk you through anything. Call our local team.

860.432.9043