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Downloadable Documents & Complimentary Resources

Client Intake

Take the first step toward a comprehensive financial plan by downloading our workbook, designed to help you gather your information and clarify your personal, business, and estate planning goals.

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2025 Tax Reference

Download our 2025 Tax Reference Guide for a quick overview of the latest contribution limits, tax brackets, and key financial figures.

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HIPPA Authorization

Download and complete the HIPAA Authorization Form to allow Coordinated Planning to share and receive your health information as needed.

Hippa Auth

Authorization to Release Information

Download the Authorization to Release Information Form to allow information sharing with Coordinated Planning for planning purposes.

Auth to Release Info

Cash Balance Plan

Learn how a Cash Balance Plan can be a powerful tool for tax deferral and retirement savings in our informational guide.

Cash Balance Plan
Estate Plan: The Basics
How Do a Financial Advisor & an Attorney work Together
How do Accountants & Financial Professionals Work Together
Life Insurance - When to Purchase
Types of Buy - Sell Agreements

Featured Video Insights

Watch these key videos to help you prepare for a productive conversation about your goals.

Request an
Appointment

To request an appointment with one of our advisors, please fill the online form or give us a call. We look forward to assisting you and will get back to you shortly to confirm your appointment.

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