Schedule a Time to meet!  Pat Brown CreativePlanning  Pat Brown Linkedin     
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This Info To Begin form is simply a starting point to gather very general information so I can begin to understand you and your goals.

Providing this information does not obligate you in any way. It is not a contract and does not commit you to moving forward. This is just an initial step to begin the process, and additional information may be requested as we move forward.

If you come across a question you are unsure about or prefer not to answer, feel free to enter “N/A” and continue.

If you have any questions while completing your Info To Begin, feel free to call or text me at (785) 979-9796 or email me at pat.brown@creativeplanning.com.

If you decide to move forward after this step, I will send the required documents to you for review and signature via DocuSign.

All information shared is kept strictly private and confidential and will never be shared.

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Full Name *

First

Last

Full Name (Spouse)

First

Last

Date Of Birth *

Date Of Birth (Spouse)

Personal Email address *

out List to

Personal Email address (Spouse)

Phone Number *

Phone Number (Spouse)

Home Address *

If you have children, please list names and dates of birth.

Employer:

Annual Salary

Employer: (Spouse)

Annual Salary (Spouse)

List most recent balance of retirement account (401k, 403b, 457, IRA, Roth, etc) as well as annual contributions to each account *

Estimates are fine!

List most recent balance of retirement account (401k, 403b, 457, IRA, Roth, etc) as well as annual contributions to each account (Spouse)

Estimates are fine!

List most recent balance of educational accounts (529, etc) as well as annual contributions to each child by name.

Estimates are fine!

Please list your 3 top main concerns. *

What additional questions do you have or what else do you want us to know?

Use the link at the very top or very bottom of this page labled "Upload any file securely" to upload securely any documents (Trust, Wills, Insurance policies, Social Security statements, Home and Auto statements, etc) *

• Acknowledge

As part of preparing for our conversation, please review the 1st Meeting Checklist PDF available on this page. You can view the checklist for guidance on what information to gather, and then upload any applicable documents using the secure link at the top or bottom of the page so we can make the most of our time together.

Please use the link at the very top or very bottom of this page labeled “Schedule a Time to Meet” to book a time that works best for you, either in person or via Zoom, if we have not already scheduled a meeting. *

• Acknowledge

As you think about your own planning, if you know others (family, friends, or colleagues) who may benefit from a more coordinated and consolidated approach to their finances, I’m always happy to be a resource. I help individuals and families across a full range of areas including wealth management, estate planning, tax planning and preparation, accounting, and insurance planning (life, auto, disability, Medicare, and more), all working together in one integrated, coordinated strategy. If anyone comes to mind, please feel free to provide their name, phone number, and email, and I’ll be happy to reach out or connect when appropriate. *

Submit

            Schedule a Time to meet!  Pat Brown CreativePlanning  Pat Brown Linkedin   
 Upload any file securely    1st Meeting Checklist