Step 1: Download and complete the Pre-Meeting Fact Finder (green link below). Enter N/A in all applicable areas.
Step 2: Send AGL Planning the completed Pre-Meeting Fact Finder along with full investment statements and recent paystubs
Step 3: Once all items are received, our firm will build your Financial Checkup and send a link to schedule our next meeting. The build time for your Financial Checkup is typically 2-3 weeks from when all items are received in good order.
Pre-Meeting Fact Finder
If you'd like to upload securely to a vault or would like the Pre-Meeting Fact Finder emailed directly to you please reach out to Hcash@aglplanning.com