Everything you need to get started and stay organized — forms, guides, and portal access.
For the full benefit of our services, we recommend starting with the first form below and working forward through the rest. Each one builds on the last — no repeated questions.
Start here. This short questionnaire tells us who you are, what you're looking for, and helps us determine if VFF is a good fit.
Get StartedA deeper look at your financial life — retirement, insurance, estate, investments, and tax planning. Covers both business owners and individuals in one form.
Complete FormA guide to the statements and records we'll need to review alongside your forms. Gather what you can — we'll work with what you have.
View GuideFor existing clients. Let us know what's changed in the past year so your plan stays current.
Complete UpdateOur onboarding process is simple and straightforward:
Complete the Prospect Profile Questionnaire so we can learn who you are and what you're looking for. We'll review it and reach out to schedule a no-cost introductory call.
If we're a good fit, complete the Financial Planning Discovery form and use the Document Preparation Guide to gather your statements and records. This gives us everything we need to build your plan.
We'll review everything you've provided, then meet to discuss your goals, answer questions, and create a comprehensive plan tailored to your situation.
Already working with us? Access your secure client portal to view documents, track progress, and stay connected.
Access Client Portal