Next Steps

Step 1: Download and complete the Financial Checkup Data Gathering (green link below). Enter N/A in all applicable areas.

Step 2: Send AGL Planning the completed Financial Checkup Data Gathering form along with full investment statements and recent paystubs

• This can be sent via email to Hcash@aglplanning.com, or uploaded securely to a vault. 

Step 3: Once all items are received, our firm will build your Financial Checkup and follow up with financial planning techniques to consider. The build time for your Financial Checkup is typically 2-3 weeks from when all items are received in good order. 

Financial Checkup Data Gathering

If you'd like to upload securely to a vault or would like the Financial Checkup Data Gathering form emailed directly to you please reach out to Hcash@aglplanning.com