The Financial Organizer is a tool to help de-clutter your financial life by helping you organize your expenses, income, assets, liabilities, employer benefits, insurance and life goals such as your projected retirement year.

When preparing a Preliminary Analysis for you and your family, we use this as a data gathering tool. If you would like to send us your data for us to complete your customized Preliminary Analysis, please download and fill out the document and send back to us.

Download the Form


  • Fax this form to: 713-275-7770
  • Mail this form to: 1330 Post Oak Blvd Suite 2190Houston, TX 77056