Let’s Do It All

One signed onboarding package.

Client intake, risk profile, monthly budget summary, and personal financial statement in one secure workflow.

Sensitive fields are not saved in browser storage. Submit only when ready to route the package to Balance Wealth’s Box environment.

1. Intake 2. Risk 3. Budget 4. PFS 5. Sign

Client intake

First name

Middle name

Last name

Primary email

Phone

Date of birth

SS #

Address 1

Address 2

City

State / ZIP

Citizenship status

Citizen of another country?

Employment

Employer name

Occupation

Employer address

Employer city / state / ZIP

Bank information

Bank name

Voided check

Transit routing #

Account #

Beneficiaries

Risk profile

Choose the model the client initially believes fits, then use the real market scenario reaction to confirm the model, nudge down, or nudge up.

Amount invested

Used to personalize the market-stress scenario math.

Monthly budget summary

This compact version captures advisor-ready monthly totals inside the comprehensive package.

Income$0

Expenses$0

Savings$0

Remaining$0

Personal financial statement

Assets

Liabilities

Assets$0

Liabilities$0

Net worth$0

Risk result-

Advisor notes

Review and sign

Typed signature

Date

I certify that this onboarding package is accurate to the best of my knowledge and authorize Balance Wealth to use it for onboarding, planning, suitability review, and compliance documentation.