04.04.2021 | Client Resources | Downloadable PDF

Document Checklist

Please use the checklist as a guide to gather your statements and documents. When preparing to share your sensitive information please only use the secure client portal. This client portal is a secure dropbox within your online client platform that allows users the ability to share sensitive information with us. Dawn or Rachel are able to provide assistance with setting up your client portal. To learn more about keeping your information secure, please read over our Privacy Notice.

Confidentiality and protection of your personal information is of the highest importance to Schaefer Financial Management, Inc. As a general rule please do not send us any confidential information through e-mail. Your client portal is the most secure platform to share sensitive information with your advisor. We will not disclose any information about you to anyone including your employer, accountant, attorney, or family members, without your permission.

Click to download the Document Checklist (PDF)

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04.05.2021 | Client Resources | Downloadable PDF

Financial Planning Questionnaire

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04.05.2021 | Client Resources | Downloadable PDF

Financial Planning Questionnaire