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  1. Please download and complete the Financial Planning Questionnaire
  2. Please prepare the recommended documents ready for submission:
    • Brokerage account statements for all accounts including IRAs, retirement plans, non-retirement accounts, HSAs, 529s, etc. for doctor, and, if married, doctor and spouse
    • Insurance policies (life, disability, malpractice, homeowners, office property and casualty)
    • Wills, trusts, financial and healthcare powers of attorney for doctor, and, if married, doctor and spouse
    • Most recent individual tax return (IRS Form 1040) and, if applicable, most recent practice tax return (IRS Form 1120, 1120-S, or 1065)

*Not all of the above documents are “required.” We will work with what is provided to us.

Your confirmation email will contain instructions for how you can submit your documents to us.