Here are some forms and questionnaires we use to collect data for the planning process:
- Document Request Form – Lists all the documents we usually need from you.
- Expense Worksheet – For you to provide us with your expenses. If you prefer an Excel version let us know.
- Stonegate Client Questionnaire – Collects basic contact information and also lists family members and ages.
- Risk tolerance Questionnaire – Helps us assess your risk tolerance.