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Resources for Financial Planning Clients

Welcome to the Brackens family! Our first priority is helping you on the path to your financial goals. Kindly go over the files provided below so we can provide you with the best service you need. 

Concerns Brochure

Concerns Brochure

Please complete this information booklet to help us understand more about your specific needs. Be sure to save your work before sending it back to us!

Client Factfinder

Client Factfinder

Please use this questionnaire to share more detailed specifics about your current financial situation, concerns and goals. Be sure to save your work before sending it back to us!


Client Risk Questionnaire

Client Risk Questionnaire

Kindly download the Client Risk Questionnaire and answer the questions provided so we can have a firm understanding of your financial needs. Don't forget to hit save before sending the file back to us!

Planning Personal Budget

Planning Personal Budget

This pre-formatted spreadsheet will help track expenses and develop a budget. Be sure to save your work before sending it back to us!



Financial Planning Roadmap


Learn more

Our Financial Planning Process


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Common Objectives of Clients


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Items Needed for Planning Process


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Financial Planning: Helping You See the Big Picture

Financial Planning: Helping You See the Big Picture

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached.

That's where financial planning comes in. Financial planning is a process that can help you target your goals by evaluating your whole financial picture, then outlining strategies that are tailored to your individual needs and available resources.

Get Started with eMoney

The Log-In Process

The Log-In Process

Your Personal Financial Website helps you see your financial life beyond the numbers. Download the guide below to help you get started with your account. 


Click Here for the Guide

Access Your Account

Access Your Account

Already have a login?  Click the link below to sign into your account.


Sign-In Here

PART 2A of Form ADV


Download

PART 2B of Form ADV


Download

Planning Contract

(sample for reference only)

Download

Personal Document Locator


Download

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