Financial Planning Forms

WEB CONFERENCE JOIN.ME INSTRUCTIONS  Please follow the instructions on this form to be prepared for your video conference meeting with your advisor(s). Additional assistance can be provided by calling the office.

DOCUMENTS NEEDED FOR PLANNING Please send in copies of any relevant documents prior to your meeting so that your advisor(s) can provide you with the best financial planning service.  Upload to our ShareFile securely by clicking HERE


FACT FINDER This is necessary for introductory meetings in order to help our advisors gain a clear perspective of your financial objectives. Please upload the requested documents ahead of your meeting to our secure ShareFile by clicking HERE


STRATEGIC PLANNING PREP SHEET Please send in copies of these documents to prior to your annual strategic planning meeting.  Upload to our ShareFile securely by clicking HERE

In addition, please also have your password book or password manager availale at the time of your meeting.  The advisors are prepared to help you make adjustments to 401(k) and TSP allocations, update beneficiary information, change tax withholdings, and a variety of other service requests, but cannot access these websites without the proper credentials.  Client username, password, and security questions will be entered by the client and will not be saved by Mason & Associates.