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Wealth By Design

Client Forms

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Stifel Wealth Strategist Report®

Why would you embark on your financial journey without planning and forethought? Just as with travel, there is more than one route to take toward achieving your financial goals.

Brochure

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Final Thoughts for Loved Ones

This worksheet will help you identify important information, wishes, and thoughts to share with your loved ones in the event of your death.

Worksheet

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Calculating Your Living Expenses

This piece will help you identify what your living expenses are on a monthly and yearly basis.

Worksheet

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Cash Flow Worksheet

This piece will help you estimate your cash flow.

Worksheet

Young Couple with Advisor

What Are Your Retirement Goals?

This worksheet helps you identify some of the expenses related to retirement and helps you categorize them into needs, wants, and wishes.

Worksheet

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Risk Tolerance Questionnaires – Why Bother?

Assessing tolerance for risk is one of the most important, and necessary, first steps to take in your relationship with your Stifel Financial Advisor. Beyond this first step, revisiting your risk tolerance at least annually is equally important.

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