Filling out forms can sometimes be confusing, so we have created step-by-step instructions to help you. Please follow the guide below for each form.
Only fill out what your comfortable with or need to provide, we ask detailed questions to give you the most comprehensive plan as possible and to identify you for potential other programs.
Step-by-Step Guide:
Personal Information:
- Name: Write your first name. Add 4 digits as last name (we suggest the last 4 of your phone number).
- Identifier: Write the last four digits of your Social Security number or any four-digit number you can remember.
Financial Information:
- Income: Write about all the money you receive, including military pensions or disability benefits.
- Expenses: Write about all your monthly bills like rent, utilities, and other costs.
- Debts: Write about any money you owe, like loans or credit card balances.
Goals and Objectives:
- Short-term Goals: Write about what you want to achieve with your money in the next year.
- Long-term Goals: Write about what you want to achieve with your money in the next five years.
- Specific Areas for Guidance: Write about any specific areas where you need help, like budgeting, saving, or investing.
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Business Client Intake Form
Step-by-Step Guide:
Personal Information:
- Name: Write your first name. Add 4 digits as last name (we suggest the last 4 of your phone number).
- Identifier: Write the last four digits of your Social Security number or any four-digit number you can remember.
Business Information:
- Business Details: Write about your business, including what it does, its type (LLC, sole proprietorship, etc.), and how long it has been running.
- Partners or Co-owners: Write about any other people who own the business with you.
Financial Information:
- Business Finances: Write about your business's money situation, including how much money it makes, spends, and keeps.
- Debts: Write about any money your business owes.
Goals and Objectives:
- Short-term Goals: Write about what you want to achieve with your business in the next year.
- Long-term Goals: Write about what you want to achieve with your business in the next five years.
- Specific Areas for Guidance: Write about any specific areas where you need help, like marketing, operations, or financial management.
Financial Plan Guide
Our financial plan guide is here to help you manage your money better. Here are some key areas we cover:
- Budgeting: Learn how to plan your spending and save money.
- Saving: Find out how to save money for emergencies and future goals.
- Investing: Get tips on how to make your money grow through investments.
Our goal is to create a plan that you can then engage with a licensed financial advisor for investment and retirement-related consultative services. Our plans will make no mention of investments.
- Debt Management: Learn how to pay off debts and manage loans effectively.
Business Plan Guide
Starting or growing a business can be challenging, but our business plan guide can help. Here are the main sections:
- Market Analysis: Understand your market and your customers.
- Business Structure: Learn about different types of business structures and which one might be best for you.
- Financial Planning: Get tips on how to manage your business’s money.
- Strategic Growth: Learn strategies to help your business grow and succeed.