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Your Custom Financial Blueprint ® Review

Please complete the form below. It will take 15 to 20 minutes of your time. The questions will identify changes to your situation and highlight documents we will need to update your plan.

Required documents may be securely uploaded while completing the form or with the secure upload button below.
You may schedule your review meeting using the link under the update form.

Japanese Calendar

Schedule Your Review

This calendar allows appointments to be books up to five weeks in advance.
If you are unable to find a time that works for you, please email Lisa.

The following documents are often requested when updating a financial plan. When providing documents, you should always provide complete, current statements.

  • Most recent tax return(s) & pay stub

  • All bank/credit union accounts

  • Retirement accounts* (IRA, Roth, 401(k), 403(b), & HSA)

  • Pension & profit-sharing plans

  • Investment brokerage accounts

  • Most recent Social Security statement (available at www.ssa.gov)

  • Annual life insurance statements of value

  • Will or estate planning documents that have been updated or put in place since last meeting

  • Long-term care insurance policies if purchased since last meeting

 

*No need to provide statements for accounts Halter Ferguson Financial actively manages.

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