Financial Planning Forms

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. 

This is necessary for introductory meetings in order to help our advisors gain a clear perspective of your financial objectives.

Please complete our fact finder and upload your documents to our secure ShareFile by clicking HERE, prior to your Introductory Meeting. 

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 available 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.