Open book financial assessment

The purpose of the total financial assessment is to benchmark your current status against industry and regulatory changes as well as identify gaps and opportunities for potential gains or savings

Gear up for the financial diagnostic discussion…

Check all the items below which apply to you and documents you will obtain for the open book assessment. Premarital financial counseling candidates can read through the item descriptions for informational purposes.

Income, Cash Flow, and Other Validating Documents
Debts / Money Owed
Investments and Retirement Statements
Mitigating Risk
Government Employee / Military Service
Estate Planning Documents
Know Dates and Revisions for
Required Compliance Items
Name 1*
Name 2