The basics. We’ll only ask for what your advisor actually needs.
Pick the areas that matter to you. Then drag your top three into priority order.
Drag the highest priority to the top.
Round numbers are fine. Your advisor will refine this together with you.
What goes out, and what you owe.
A quick coverage check. Anything missing is a planning conversation, not a problem.
Five questions. There are no wrong answers — just useful ones.
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A summary of what you’ve told us. Edit any section that needs a change.
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