Forms

What to bring to your appointment.

Gathering the documents listed in the checklist and completing the worksheets detailed below will help ensure that your meeting with us is as productive and meaningful as possible. Please click on each link below to open the forms.

Financial Documents Checklist
This document lists the important items/documents/statements that we’d like you to gather up in preparation for your meeting. Everything will be returned and kept confidential.

Cash Flow Worksheet
Please complete this worksheet as accurately as possible.

Assets & Liabilities Worksheet
Please complete this worksheet as accurately as possible.

Risk Assessment Questionnaire
Please answer as honestly as you can, and select only one answer per question. If there are two of you completing the questionnaire, fill out one for each of you.

Why Choose Maxem Wealth Advisors?

When it comes to portfolio management, we understand that this is a long-term commitment. Whether you are new to wealth management or established, we want to understand your investment goals and work with you to develop a portfolio that reflects them with the least amount of risk.