Financial Discovery Tools
To print and complete by hand use the following documents:
| Financial Discovery Questionnaire | Goal Priority and Satisfaction | Expense and Income Worksheet |
For interactive versions which can be completed with Microsoft Office use the following documents:
| Financial Discovery Questionnaire | Goal Priority and Satisfaction | Expense and Income Worksheet |
NOTE: The Expense & Income Worksheet is NOT meant for "budgeting", but rather a device for quantifying your lifestyle now, in retirement, or in the event of disability or death.
Whether or not you choose to take advantage of an initial Discovery Interview, we believe you will find these tools helpful in summarizing your current financial status, and in prompting important questions to ask as you approach your financial planning goals.