Online Forms

On this page you will find a wide variety of online forms/worksheets that may be filled out before your visit to the office. These forms, when filled out as accurately and truthfully as possible, allow us to better understand your current financial situation and more effectively help YOU!

New Client Application Form

Expense Worksheet

Life & Financial Goals Worksheet

Assets/Debts Worksheet

Income Worksheet

Insurance Worksheet

Retirement Worksheet

Risk Tolerance Worksheet

Business Worksheet

Financial Concerns Worksheet

Resources

Financial tips brought to you in partnership with KMTR 16.

How are you prepared for a market downturn?

Click here for a complimentary portfolio analysis.

How much is your business worth?

Get a data-derived valuation by answering just a few easy questions. 

Improve your energy efficiency and you could be eligible for rebates, 0% APR loans, grants or tax credits.

Our government wants you to reach your goals, start investing in a Tax-Efficient way today!

Insurance Review

Get started here by filling out our new streamlined application.

Insurance Review

We have the independence to offer you potentially huge savings from what you are paying now for insurance.

Do you know someone who would benefit from our services? Let us know!

We all know college expenses are out of control, but we don't all have a plan for how to address the costs.

Do you want to help someone in Oregon who has a qualified disability, but don't want to impact their means-tested benefits? 

Tax-advantaged accounts that allow you to save specifically for medical costs.

Let us help you accelerate your retirement savings.

Let us help you keep your finances in order so you can continue to serve our community

New Client Forms and Worksheets
 

On this page you will find a wide variety of online forms/worksheets that may be filled out before your visit to the office. These forms, when filled out as accurately and truthfully as possible, allow us to better understand your current financial situation and more effectively help YOU!

New Client Application Form

Expense Worksheet

Life & Financial Goals Worksheet

Assets/Debts Worksheet

Income Worksheet

Insurance Worksheet

Retirement Worksheet

Risk Tolerance Worksheet

Business Worksheet

Financial Concerns Worksheet