Four forms that get us to a useful first conversation. Fill in whichever ones apply, download the finished PDF, and email it across before we meet. Estimates are fine throughout — nothing here needs to be exact.
Because nothing is stored, closing or refreshing a form clears your answers. Finish a form in one sitting, and download the PDF before you close the tab.
A short intake covering your household, accounts, and priorities. It flags the tax and account opportunities worth looking at first, so the initial consultation starts somewhere useful.
Fourteen questions on time horizon, withdrawal needs, and how you have handled market declines. Produces an indicated stock/bond mix and a score you can discuss and push back on.
Itemized income, deductions, expenses, and planned savings, converted between weekly, bi-weekly, monthly, and annual as you type. Calculates your monthly surplus and emergency runway live.
The complete picture: accounts, benefits, assets and debts, goals, insurance, estate, and tax. Sections open and close independently and adapt to your answers, so you can work through it in any order.