Preparing for your financial plan - 

required Documents Checklist

To create a comprehensive plan tailored to your unique circumstances, your advisor requires several important documents. These documents serve as the starting point for understanding your financial landscape and crafting a plan that aligns with your objectives and values.

Providing the documents, if applicable, that appear on this checklist will greatly assist us in providing you with the most timely guidance and support.

If you'd prefer to wait to provide these document until you engage our services, we will utilize secure digital document transfer options. Please email Service@FullCircleAdvisors.com when you are ready, and we will provide secure options for document delivery. You may also of course drop off your documents at your closest Full Circle Financial location. 

Help us get to know you -

Financial Values Diagnostic

This series of short surveys let's us take a peak 'under the hood' to help us understand why you make the financial choices you do, what values you have about wealth, and how those values align with your behaviors with money. 

Should you have one, this workbook is meant to be filled together with a spouse or partner, and can be a fantastic conversation starter for elements of a relationship you may not have had the opportunity to speak about before.

This document has been sent to you digitally, as well as through DocuSign. You may either download the document, then save and email your completed workbook to Service@FullCircleAdvisors.com, print it out and bring the workbook to your next meeting, or complete the DocuSign version electronically. There is no need to complete the diagnostic in multiple formats.

Get access, anytime -

Personal financial website

Shortly after signing your advisor engagement form, we will be reaching out to help you set up your personal financial website - a convenient platform for examining your finances at a glance, accessible anytime from your computer.

Your personal financial website includes a secure vault where you can confidently exchange sensitive documents with your advisor. Additionally, you can store family photos and personal documents in your private vault, ensuring they remain confidential, safe, and out of your advisor's view for your own privacy.

Download the Starter Guide HereThe starter guide will show you briefly how to connect your accounts, and details the security information for how your data stays protected. 

Current Event
Updates

Email Frequency: As needed

Stay informed about the latest happenings in the financial world. We'll keep you updated on major events, economic indicators, legislation changes, and how they may impact your finances.

Monthly Market Insights + Video

Email Frequency: Monthly

Stay ahead of the curve with our monthly market insights. We'll break down the latest trends, analyze market movements, and provide video updates to help you navigate the ever-changing financial landscape.

BiMonthly Retirement Newsletter

Email Frequency: Every other month

A newsletter full of retirement focused ideas and strategies, alongside tips for living your best life after work, and the occasional recipe, riddle, or hobby tips.

Full Circle Events Notifications

Email Frequency: As needed

Be the first to know about the fun-filled and educational events happening right here in our offices. From captivating workshops and enlightening seminars to entertaining socials and lifestyle events, our curated email notifications will keep you informed about the latest happenings at the Full Circle offices.

Ripples Quarterly e-Magazine

Email Frequency: Quarterly 

Dive into our quarterly newsletter, covering a wide range of topics. From office and staff updates to timely tips and informative infographics, we'll make sure you're well-informed and empowered to make smart financial decision.