STEP 1: Personal Information

If you have been directed by our firm to complete the information gathering portion of the First Step Financial PlanTM, please begin by filling out our personal information sheet, and then email, mail or fax it back to us.

Personal Information Sheet

STEP 2: Organize Your Data

Below you’ll find a link to an Excel worksheet that will help you organize your estimated after-tax annual living expenses for input in Step 3. Please note that you should click on the link and choose “Save” to save the worksheet to your computer before you begin working with it.

Estimated After-Tax Living Expenses

STEP 3: Data Entry

Please click on the link below to securely upload your personal financial information to our systems. This survey should take only 15-20 minutes, provided you’ve gathered your current financial information. Please note that, for security reasons, this survey must be completed in one session. Thus, it will be beneficial to you to have all of your information ready before you begin.

Begin Data Entry

STEP 4: Tax Return Request

Please provide us with a copy of your most recent federal and state tax returns, either via mail, email or fax. Please note that this will be required for us to begin the analysis of your financial information, and that we will be unable to offer realistic financial projections without it.

STEP 5: Additional Information

Please take a moment to answer the questions in the Supplemental Questionnaire (see link, below). You can submit your answers via email or if you’d prefer, you can print the form, fill it out, and mail or fax it back to us along with the personal information sheet and a copy of your tax return, as requested above.

Supplemental Questionnaire

Please let us know if you have any questions during the data entry process or if you have any trouble with the links above.

Thank you for your trust and confidence!

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8880 Rio San Diego Drive Suite 1150, San Diego, CA 92108 (Map)
Phone: (619) 298-3993   Toll Free: (800) 615-6666   Fax: (619) 298-1976