• 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

Married?

YesNo

Any Previous Marriages?

YesNo

Primary Email

Secondary Email

Primary Phone

Secondary Phone

Preferred Contact Method (choose up to 2)

EmailTextCall

Spouse / Partner

Spouse First

Spouse Last

Spouse Date of Birth

Spouse Place of Birth

Spouse U.S. Citizen?

YesNo

Spouse Primary Phone

Spouse Email

Children

Hobbies & Interests

Personal Notes

Step 1 of 9

💼

Income & Employment

Current earnings

Your Employment

Work Status

EmployedSelf-EmployedRetiredHomemaker

Your Annual Income

Base Salary

Bonus

Commissions

Rental / Passive

K-1 Distribution

Other Income

Income changes expected?

Business Ownership

Do you own your own business?

YesNo

Spouse / Partner Employment

Income Notes

2 of 9

📈

Investments

All accounts and balances

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

401(k) Accounts

IRA Accounts

Other Retirement

Brokerage Accounts

Annuities

Cash Accounts

🏦Checking — Balance

Annual Contribution

💰Savings — Balance

Annual Contribution

CDs & Money Market

529 / Education Accounts

HSA — Health Savings Accounts

Other Investments

💼Company Equity / RSUs

🌐Other Investments

➕Additional Annual Savings Capacity

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)

Disability coverage?

YesNo

LTC coverage?

YesNo

Plans if you became disabled?

Umbrella Policy

Do you have umbrella coverage?

YesNo

Covered Under

YouSpouse

Home Insurance

Auto Insurance

Insurance Notes

6 of 9

⚖️

Estate Planning

Wills, trusts, and legacy

Executor

Guardian for Minor Children

Primary Beneficiary

Contingent Beneficiary

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

📎 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

📂

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

🏢

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