Information Request Form

Part 1: Basic Information

We appreciate your time, energy, and patience completing this form and gathering your documents. We realize it’s no small feat! Please give us a call or ask to set up an in-person meeting if you’d like our guidance. We are more than happy to help.

Part 1 will ask you some general questions, and Part 2 lists the documents we’ll need you to share with us so we can accurately represent your goals and circumstances in your financial plan. Not every item will be applicable to your situation, and it’s very possible we’re missing something that is unique to you. Please share as much as you can that may be relevant.

The Painted Porch Team
Painted Porch