At Taylor Financial Group, we want to make sure you have access to everything you need to help you plan for your future. Please use these links and resources, and give us a call if you have any questions or need assistance.
ORGANIZING YOUR FINANCES
Life Event Planning Checklists – Checklists to help you plan financially for all of life’s events.
The Value We Offer – Our Promise to You.
Financial Future Planning Chart – Discover the different services we offer to help you plan for your future.
Financial Future Planning Organizer – Take note of what’s important to you.
Confidential Client Profile Questionnaire – A questionnaire to help you get organized and help us understand your needs and goals.
Cash Flow Worksheet – Organize What Goes In and What Goes Out!
WealthMatch Fact Finder – A questionnaire to help us get started on creating your personalized financial plan.
WealthMatch Fact Finder (Supplemental Material) – A questionnaire to gather additional information that may be necessary to help us create your personalized financial plan.
Client Info & Preferences Questionnaire – A questionnaire to help us get to know you better.
Marriage and Money Worksheet – A questionnaire to establish a money management plan that works for both of you.
Family Essential Records Quick-Access Guide – This Guide provides an easy way to ensure your spouse, loved ones or caregivers know where to find important medical and financial documents, records, information and contacts.
Focused Wealth Plan – Learn how Financial Planning can be tailored to your individual objectives.
Client Bill of Rights – The Client Bill of Rights clearly identifies the level of proactive service and relationship you will experience.
3 Methods to Not Run Out of Money – A step-by-step guide to help ensure your assets last a lifetime.
4 Mistakes People Make with Their First Million – A step-by-step guide to focus on turning your first million into two.
7 Secrets to Accumulating Your First Million – A step-by-step guide to focus on accumulating your first million.
7 Tips to Successfully Transfer Wealth to Your Kids – A step-by-step guide to help you successfully pass your wealth to the next generation.
8 Legitimate Tax Loopholes You May Be Missing – A step-by-step guide to help you prepare to meet with your accountant.