CLIENT RESOURCES | Overview

The following resources are available for various tasks. They will facilitate our financial planning relationship.

The Planning Worksheet is used to efficiently prepare for regularly scheduled appointments.

Client Discovery Worksheets are used by prospective clients to provide perspective and to serve as a guide to conversation during the intial consultation.

The Client Intake Form is used, after a financial planning engagement is agreed upon, in order to gather both quantitative and qualitiative information.

MoneyGuidePro® is an advanced financial planning resource that allows for convenient online access to your personal financial plan, as well as collaborative capabilities for use with tax advisors, estate planning attorneys, or any other authorized person(s).

Viewing Your Accounts is available for convenient online access to current account values, portfolio asset allocation, and other specific information regarding your investment portfolio.

Financial Calculators are available for performing an array of simplified financial planning tasks.

Driving Directions to our office are available through our online tool.

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This communication strictly intended for individuals residing in the states of FL,MI,MN,MO,NC,OH,SC,TN,TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
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