Client Tools

As Financial Planners we do much more than just manage your money, it is our job to look at the big picture. We have developed these documents to help you get organized and navigate through your financial life.

Financial Profile
Our financial lives have many moving parts. To assist in organizing your financial information we have developed this form. We ask that you bring this completed form with you to your Introductory Meeting.

Cash Flow Worksheet
We created this comprehensive expense worksheet to help you prioritize/budget your cash flow. We suggest looking at the last 3 months of credit card and checking account statements to get the most accurate view as possible. The worksheet is free, and private; no one will know you looked at it, or downloaded it.  Good luck.

How Long to Keep Your Documents
It’s an anxiety filled struggle we all go through…deciding what documents we need to keep and for how long. To help ease the anxiety, and clear the clutter, we have put together this list for your reference.

Location of Valuables
A big hurdle for anyone administering an estate is locating valuable documents. You can do your heirs/executor a favor by organizing and clearly documenting where your important documents are stored.

Digital Assets Password List
It is important that your spouse/heirs be able to access your online information to manage or delete your “digital assets” after your passing. Use this form to document the websites you use, login information, and to designate who is to handle each account.

Digital Legacy Request
You may use this form to inform your heirs/executor what you wish to be done with your “digital assets” after your passing.

Insight Financial Advisors Customer Privacy of Information Policy
This notice is intended to help you understand how we collect, handle and safeguard your personal information.

Insight Financial Advisors Form ADV Brochure
This Form ADV Brochure contains information about Insight Financial Advisor’s advisory practices such as the types of advisory services offered, the adviser’s fee schedule, conflicts of interest, and the educational and business background of management and key advisory personnel of the adviser. This is is the primary disclosure document all investment advisers provide to their clients.