Client Resources

Everything you need to get started and stay organized—intake forms, preparation checklists, and portal access.

New Client Forms

Getting started is easy. Complete the appropriate intake form for your situation, and we'll use it to build a comprehensive financial plan tailored to your needs.

💼

Business Owner Intake

For business owners seeking integrated bookkeeping, tax, and financial planning services.

Complete Form
👤

Individual Client Intake

For individuals, families, and W-2 employees seeking comprehensive financial planning.

Complete Form
📋

Meeting Preparation Checklist

What to gather before our first meeting—documents, account info, and important details.

View Checklist
🔄

Annual Update

Existing clients: Use this form to update us on what's changed over the last year or so.

Complete Update

How It Works

Our onboarding process is simple and straightforward:

1. Complete Your Intake Form

Choose the form that fits your situation (business owner or individual). It takes about 20-30 minutes and helps us understand your goals, concerns, and current financial situation.

2. Gather Your Documents

Use our preparation checklist to gather tax returns, account statements, insurance policies, and other key documents. Don't worry if you can't find everything—we'll help you track down what's missing.

3. Schedule Your Consultation

We'll review your intake form and documents, then meet to discuss your goals, answer questions, and create a comprehensive plan tailored to your needs.

Existing Client Portal

Already working with us? Access your secure client portal to view documents, track progress, and stay connected.

Access Client Portal
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