Documents & Tools
The Center Documents
Personal Planning Guide: Completing our confidential planning questionnaire can be helpful when preparing for an initial meeting so we may make the best use of our time.
Personal Financial Record System & Letter of Last Instruction: Intended to be a practical listing of financial information, personal and financial wishes, and the whereabouts of documents that would be needed by an executor or other person called upon to administer the client(s)’s affairs in the event of a prolonged absence, illness or death.
Average Cost Certification Form: For Center clients to maintain the use of Average Cost Basis.
Web
Mint.com: Pulls all your financial accounts into one place and see what's happening with all your accounts–checking, savings, investments, retirement–at any moment of the day.
Zillow.com: Find real estate market statistics including home values, listing prices, number of homes for sale and many other measurements.
