Please use this list as a guide to gather your monthly expenditures. Be sure to include any other expenditures not listed in the uncategorized and comment section of this form. Filling in this form will give us a snapshot of your current financial situation.
Creating a monthly or yearly budget plan is critical to your success. As fiduciaries we can guide you through categorizing and planning a successful budget plan. However, the execution of this plan begins with you as a client.
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.