We very much look forward to working with you to create your comprehensive financial plan.
To begin, it will help to gather some of your financial documents prior to starting our questionnaire.
Financial Documents to Upload- Banking and Investment Account Statements
- Loan Statements
- Most Recent Payroll Stub
- Previous Year’s Tax Return
- Employee Benefit Statement
- Retirement Plan Statements
- Pension Plan Statements
- Life Insurance Statements
- Disability Insurance Statements
- Annuity Statements
- Stock Option Statements
- Social Security Statements
Please upload these documents using the following secure link:
Resonant Sharefile Folder
We're here to help make this process as smooth as possible so please do not hesitate to contact us with any questions or recommendations.
The Resonant Capital Team - 608.733.6220