Next Steps
Thank you for completing the questionnaire! Please read below for 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.
AGL 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