Client Documents
New Client Welcome Packet
Introduce you to our team and how we work together to pursue your financial goals
Our Mission, Mapping Your Future
Your Financial Journey: A 10-Step Roadmap for your first year with us
VL 101 Ways We add Value For Our Clients
See all the different ways VL Wealth Management add value for their Clients and Families
Estate Settlement & Planning Intake Checklist
A List designed to help you gather key documents & information for estate settlement & planning
Essential Tax Preparation Checklist
A List of all the information needed to process State and Federal Taxes
Family Financial Future Meeting Checklist
A guide to help you and your family - encourage open communication, financial goals and strategy
Financial - Discovery Document
This Financial Document is designed to help us better understand you and your priorities. Getting to know you will help us tailor to your unique needs.
Tax - Discovery Document
This Tax Document is designed to help us understand your tax situation and overall filing status. Getting to know you will help us to ensure our services align with your unique needs.