New Client Forms Fill out this form for our office staff before your first meeting with us. New Client Worksheet A checklist of items to get together for your first meeting. Initial Meeting Checklist Estate Planning Forms A place to compile everything your family will need to know at the time of your passing. Client Emergency Info Worksheet A place to compile your passwords. Don't forget you can send our office a copy to save in your file! Password Worksheet A form to help you prepare to get your end of life forms together. Confidential Estate Planning Questionnaire LPL Account View and Secured Emails Everything you could want to know about using Account View from LPL. Getting Started with Account View - User Guide A quick overview of Account View from LPL. Account View Brochure Sensitive emails from our office come encrypted. This guide will help you get them open. Encryption Guide for Clients Moneyguide Pro A brief overview of Moneyguide Pro. MGP - Brochure Budget forms from Moneyguide Pro. MGP - Budget Data Gathering A form from Moneyguide Pro to help us create a plan together for your retirement. MGP - Creating Your Retirement Lifestyle Plan A more thorough form from Moneyguide Pro to help us prepare for your retirement together. MGP - Retirement Lifestyle Workbook
