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Welcome to Resonant Capital Advisors, LLC
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
Please know that this form is secure and we respect the privacy and safety of your personal data.  This form uses Transport Layer Security (TLS) and data contained herein is subject to our Privacy Policy. 

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Table of Contents

Your answers to the questions on the following pages will help us build a comprehensive financial plan for you and your family. 

The pages are outlined as follows:

Page 3:  Client information
Page 4:  Household members
Page 5:  Earnings Information
Page 6:  Defined Benefit Pension Plans
Page 7:  Net Worth Details
Page 8:  Employer-sponsored Plans
Page 9:  Business Assets 
Page 10:  Insurance
Page 11:  Expectations, Goals, Concerns 
Page 12:  Budget Information

Please note that you can save your progress at any time and return to the questionnaire where you left off. 
Client 1 Information







Client 2 Information







Home Address




Client 1 Employer Information






Client 2 Employer Information






Family Members / Other Relationships



Cash Flow

Earnings Detail By Client









If already collecting, please provide monthly benefit. If not, what is projected Full Retirement Age Benefit (obtainable through the Social Security Administration at SSA.gov)
Earnings Detail By Client









If already collecting, please provide monthly benefit. If not, what is projected Full Retirement Age Benefit (obtainable through the Social Security Administration at SSA.gov)
Any earnings statements you did not upload earlier please upload here:

Resonant Sharefile Folder
Defined Benefit Pension Plans





Any defined benefit pension plan statements you did not upload earlier please upload here:

Resonant Sharefile Folder

Net Worth

Residence






Vacation/Recreational Real Estate




If Applicable
High Value Personal Assets

Examples: collectible cars, jewelry, art, etc


Rental Real Estate

Examples: rental homes and income-producing real estate (ex. farmland, timber)





If Applicable
Liabilities
Any liability statements you did not upload earlier please upload here:

Resonant Sharefile Folder

If Joint Liability please check both Clients 1 and 2






Please add investment accounts individually by using the 'add another' feature

401(k) and 403(b) Accounts








401(k) and 403(b) Accounts








Other Investment Accounts/Assets

If Joint Account please check both Clients 1 and 2





Cash Accounts

If Joint Account please check both Clients 1 and 2

Savings, Checking, Money Market, CD

Any account statements you did not upload please upload here:

Resonant Sharefile Folder
Business Assets

If Joint Account please check both Clients 1 and 2







Any asset statements you did not upload earlier please upload here:

Resonant Sharefile Folder

Insurance

Life Insurance








Short-Term Disability Insurance





Long-Term Disability Insurance





Long Term Care Insurance






Any insurance statements you did not upload please upload here:

Resonant Sharefile Folder

<Expectations, Goals, Concerns

Retirement Expectations
Client 1 Client 2
Financial Concerns
Client 1 Client 2
Health Concerns
Client 1 Client 2
Personal and Family Concerns
Client 1 Client 2
Inheritance
Client 1 Client 2

Budget Information

Resonant Budget Worksheet
Option 1:
If you know your approximate gross monthly budget please enter the total here:

Personal, Home, Auto, Family Expenses
Option 2:
If you'd like to use RCA's budget worksheet to help customize your financial plan to your specific financial situation:

Please open and then download the worksheet here:


Save your completed budget worksheet locally on your computer and then upload here:

Option 3:
If you'd like to work with a Resonant Financial Planner to discuss you household budget please check below:

IMPORTANT - Please review the below before you submit

If you have not uploaded your financial statements to ShareFile, please refer to page one of this survey for a list of important statements and documents.  These documents are very important to your financial plan. 

Please upload here or use the link on page one:

Resonant Sharefile Folder

When complete, please click submit below.

Thank you for your time, effort and trust.  You will hear from us soon.