The Other 90 Financial  ·  Client Onboarding Data Gathering
Checklist
Gather  ·  Organize  ·  Share Tap each item as you locate it. Don't worry if something doesn't apply — just move on. Gathering what you have is the first step toward a clear picture of everything.
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🎉 All items gathered — you're ready.

Your advisor will reach out to schedule your next step.
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Investment Statements ✓ Complete
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Liability Statements ✓ Complete
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Insurance Statements ✓ Complete
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Income & Expenses ✓ Complete
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Tax Returns (last 2 yrs.) ✓ Complete
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Employee Benefits ✓ Complete
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Estate Documents ✓ Complete
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Real Assets ✓ Complete
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Secure Document Upload Ready to send documents? Upload securely as you go — trickle them in one at a time or send everything at once. Just share what you have when you have it. Upload Documents  → www.theother90.com/upload
The Other 90 Financial · Retire Well. Steward Better. · theother90.com  ·  David Dodd, CFP®, CKA®  ·  Fee-Only · Fiduciary
Don't have everything — that's okay. Share what you have and note what's missing. If a category doesn't apply, skip it. Your information is collected solely to provide personalized financial planning services and is kept strictly confidential.