Planning with Prudence

Please provide the following items prior to your meeting with Prudence Financial, Inc.:

  • Completed “Confidential Questionnaire”
  • Completed “Cash Flow Analysis”
  • Completed “Financial Basics Checklist”
  • Completed “Total Client Profile”
  • Net monthly income and expenses
  • Most recent tax return
  • Most recent 2-4 pay stubs
  • Most recent bank/investment statements
  • Estate planning documents (Will, Trust)

The more complete information we have to work with, the better we can serve you. Both you and Theresa will get the most out of your meeting if she can look at your whole financial picture. Please call with any questions you may have as you prepare for your meeting.

Access the Prudence Financial, Inc. worksheets by following the links below:

Mail or Email Prudence Financial, Inc.

Upload and email your completed information to Theresa by replying to the secure email confirming your appointment.