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    Financial Details Confidential Questionnaire

    The Financial Details Confidential Questionnaire is for new clients that have signed up for a financial plan or existing client to complete before their annual plan update.  This questionnaire, coupled with the Get Acquainted questionnaire and documents you provide to us, will form the foundation of your goals-based financial plan.  If you have any questions while completing the questionnaire, please feel free to call our office at 866-986-4469.

    Cash Flow

    The Cash Flow Questionnaire is available as both a PDF and an Excel (xls) file. All files can be downloaded.

    pdfPDF version of the Cash Flow Worksheet
    SpendingPlan-1.pdf
    Adobe Acrobat document [15.8 KB]

    xlsEXCEL verison of the Cash Flow Worksheet
    SpendingPlan-1.xls
    Microsoft Excel sheet [42.5 KB]

    Webinars

    NAPFA’s Consumer Webinar Series™

    The National Association of Personal Financial Advisor’s Consumer Webinar Series brings qualified experts from across the country to one location to discuss subjects such as financial planning for families, retirement, taxes, financial management for aging parents, investments, and kids and money.

    pdfNAPFA Comprehensive Financial Advisor Diagnostic
    NAPFA Comprehensive Financial Advisor Diagnostic.pdf Adobe Acrobat document [545 KB]

    The Comprehensive Financial Advisor Diagnostic, created by the National Association of Personal Financial Advisors (NAPFA) is a thorough questionnaire you can use to evaluate a financial advisor.  The questions will help you make an informed decision based on the responses a financial advisor provides.  Before hiring a financial planning professional, NAPFA recommends your perform this simple diagnostic.  To help you out, Williams Financial., LLC has answered the questions for you!

    Calculators

    Retirement Calculator from CNN Money

    While this calculator is not a replacement for meeting with an experienced financial planner, it will give you a quick idea of whether you are on track to meeting your retirement income goals.

    College Savings Calculator from savingforcollege.com

    A simple calculator to check if you are on track to help your children or grandchildren pay for college.

    Mortgage Calculator from Bankrate.com


    Share Your Confidential Documents:
    Share File Citrix

    Account Login

    Schwab Alliance Login Link
    This link is for clients who have an established user name and password with the Schwab Alliance team.  If you have forgotten your password, click here.

    New Users to Schwab Alliance
    This link is for clients who have not yet established a user name and password with the Schwab Alliance team.

    In order to establish your user name and password you will need your social security number, account number, date of birth, and your home phone.

    If you experience any issues while setting up your account access, call the Schwab Alliance team at 800-515-2157.  International clients may call +1-415-667-8400

    Firm Disclosures and Privacy Notice

    pdfForm ADV Part 2A

    pdfForm ADV Part 2B

     

    Cybersecurity Information

    Responding to a Data Breach – What If?

    Schwab Online Security Information

    FDIC Cybersecurity Awareness Basics

    FTC Recovering From Identify Theft

    FTC Computer and Mobile Security