• Truvium Financial Group

👤

Personal Information

You and your household

About You

First Name

Last Name

Date of Birth

Place of Birth

U.S. Citizen?

YesNo

Primary Email

Secondary Email

Phone

Preferred Contact Method

EmailTextCall

Spouse / Partner

Spouse First

Spouse Last

Spouse DOB

Spouse Citizen?

YesNoN/A

Spouse Phone

Spouse Email

Previous marriage?

YesNo

Alimony Amount (monthly)

Children

Plan to have more children in the future?

YesNoUnsure

Personal Notes

Step 1 of 9

💼

Income & Employment

Current earnings

Employer

Job Title

Tenure

Annual Income

Base Salary

Bonus

Commissions

Rental / Passive

SS / Pension

Other

Profit Share (if applicable)

Income changes expected?

Business Ownership

Do you own your own business?

YesNo

Spouse Income

Spouse Employer

Spouse Job Title

Spouse Salary

Spouse Bonus

Spouse Commissions

Spouse SS / Pension

Income Notes

2 of 9

📈

Investments

All accounts and balances

💡 Enter current balances. Leave blank for accounts you don't have. Add multiple accounts of the same type using the + buttons.

401(k) Accounts

IRA Accounts

Other Retirement

Brokerage Accounts

Annuities

Checking Accounts

Savings Accounts

CDs & Money Market

529 / Education Accounts

Additional Investments

Other Investments

💼Company Equity / RSUs

🌐Other Investments (catch-all)

Monthly Expenses

Total Monthly Expenses

Fixed Monthly Expenses

🏠 Mortgage / Rent

🚗 Car Payment(s)

💡 Utilities

📱 Phone / Internet

🛡️ Insurance Premiums

🏫 Tuition / School

Variable Monthly Expenses

🛒 Groceries / Food

🎭 Entertainment

💳 Credit Cards (min payments)

✈️ Travel / Vacation

🏥 Medical / Health

🔧 Other Variable

Investment Notes

3 of 9

🏠

Real Estate

Properties you own

How long do you plan to stay in your primary home?

< 5 yrs5–10 yrs10+ yrsLong-term

Real Estate Notes

4 of 9

📋

Liabilities & Debt

What you owe

Secured Debt (Mortgage, Auto, HELOC)

Unsecured Debt (Credit Cards, Student Loans)

Liabilities Notes

5 of 9

🛡️

Insurance Coverage

Your current protection

Life Insurance

Health Plan Deductibles

⚡ Enter deductibles directly or upload your insurance card in Documents

Individual Deductible

Family Deductible

OOP Max (Ind.)

OOP Max (Family)

Health insurance through employer?

YesNoSelf-employed

Disability coverage?

YesNo

LTC coverage?

YesNo

Plans if you became disabled?

Umbrella policy?

YesNo

Home Insurance

Auto Insurance

Insurance Notes

6 of 9

⚖️

Estate Planning

Wills, trusts, and legacy

Executor

Guardian for Minor Children

Primary Beneficiary

Contingent Beneficiary

Parents (yours and spouse's)

Legacy vision

Estate Notes

7 of 9

🎯

Goals & Vision

What matters most to you

What concerns you most?

What does retirement look like?

Target Retirement Age

Monthly Income Needed

Primary financial goals

Top priority for our first meeting

Additional Notes

8 of 9

📁

Upload Documents

Statements, insurance docs, tax returns

📎 Files are attached to your Notion lead page. Upload what you have — bring the rest to your meeting.

📊

Investment & Retirement Statements

401(k), IRA, brokerage — most recent per account

📂

Drop files here or tap to browse

PDF, JPG, PNG, Excel — up to 25MB each

🛡️

Insurance Policy Pages

Life, disability, LTC, health, auto, home — declarations pages

📂

Drop policy documents here or tap to browse

PDF or image of declarations page

🗂️

Tax Returns

Last 2 years — Form 1040

📂

Drop tax returns here or tap to browse

PDF only

🤝

Buy-Sell Agreement

If you own a business — please attach if you have one

Do you have a Buy-Sell agreement?

YesNoIn progress

📂

Drop Buy-Sell agreement here or tap to browse

PDF or Word document

🏢

Benefits & Other

Employee benefits, legal docs, stock plans, anything else

📂

Drop other documents here or tap to browse

Benefits guides, wills, business agreements, etc.

9 of 9

Tell us about your financial picture

Thank you — we're ready to get to work.

Experience Truvium

Get in Touch