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Thank you for taking the time to work with us on the creation of your financial plan. In order to best understand your unique situation, we need to have you answer a few questions. Please note that any information that you share here is protected and will only be used for the purpose of constructing your plan.
Before you begin: Please have your financial statements with you when you complete this form. (Investment account statements, bank account balances, mortgage statements and other liabilities). The final step of the survey is to attach these documents