In order to effectively advise you on your financial decisions, we need complete information about your financial situation. The first step in the financial planning process is data collection. If you are uncertain of the answer to a question, provide your best estimate and include a note about the circumstances at the end of the questionnaire.
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 Financial Planning Questionnaire (PDF)
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