Riverbend
1 of 9 · About You
01. About You

Find your calm.

This is where your plan begins. Take your time — your advisor will use everything you share to build a plan around your life.

The Riverbend Bridge Method™

Select anything that applies to you right now.

Just getting started
In my peak earning years
Growing a business
Recently sold or selling a business
Executive with equity comp
Approaching retirement
In retirement
Income planning
Tax planning
Withdrawal strategies
Managing complex assets
02. Goals & Vision

Your Goals & Vision

Help us understand what matters most to you. There are no wrong answers — this is about your life, not just your money.

1
2

Purpose. Plan. Peace of mind.
Now let's look at the numbers that support everything you just shared.

06. Finances

Your Financial Picture

Income, expenses, and any guaranteed sources like Social Security or pensions.

No need to dig out your statements — ballpark is great. We'll dial these in together.
$
$
Guaranteed Income Sources

Annual amounts — skip any that don't apply.

$
$
$

Annuities, rental income, etc.

Tax Information
07. Assets

Assets & Liabilities

Everything you own and owe — your full balance sheet.

Leave any field at $0 if it doesn't apply — you can always update these later.
Assets
$
$
$
$
$
$
$
$
$
Liabilities
$
$
$
$
$
08. Protection

Protecting What Matters

Help us understand what coverage you have in place and what planning documents exist.

Don't have all of these? That's common — your advisor can help you prioritize.
Insurance
Estate Documents

Please select the checkboxes below for each document that has already been completed.

Such as moving to a new state, death in the family, marriage, divorce, etc.

03. What Matters

What Matters to You

The numbers tell us what you have. This tells us who you are — and what your plan should protect.

No right answers. Just honest ones.

What do you value most?

Tap up to 6 values, then drag to rank them in order of importance.

Security
Freedom
Legacy
Generosity
Adventure
Independence
Family
Simplicity
Growth
Faith
Community
Creativity
Education
Health
Stability
Experiences
Peace of mind
Self-reliance
Gratitude
Balance
Select up to 6
When values collide

If you had to choose, which would you protect?

Freedom
or
Security
Generosity
or
Legacy
Growth
or
Stability
04. Your Experience

Where You're Starting

There's no right or wrong here — this helps your advisor meet you where you are.

Slide toward whichever feels true
My experience with investing and financial planning…
Brand new to thisVery experienced
← slide toward whichever feels true →
Right now, how do you feel about your overall financial picture?
AnxiousAt peace
← slide toward whichever feels true →
Past experience
05. How You Think

How You Think About Money

Everyone's different — these help your advisor understand your instincts, not grade them.

Pick whichever side sounds more like you
Taking risks
I'd rather play it safe than risk running out
I can handle the bumps if it pays off long-term
A bit of both
Working with your advisor
Keep it simple — just tell me what to do
Show me everything — I want the full picture
A bit of both
Before we move to the numbers…
09. Review

You're All Set

Here's everything you've shared. Take a look — and when you're ready, we'll get to work on your plan.

By submitting this form, you consent to Riverbend Wealth Management storing your contact information and the details you provide using secure, encrypted cloud infrastructure for the purpose of financial planning. Your information will not be sold or shared with third parties. You may request deletion of your data at any time by contacting us.
✓ Saved