SmartVault Document Portal
Upload, organize, and share documents securely with Certified Advisors. Use the same portal as Phoenix Tax Guy for tax and financial documents.
Open SmartVault Client Resources
Forms, Worksheets & Secure Portal
Access SmartVault, complete applications, use financial calculators, and download planning worksheets and checklists.
Client Portal
Secure Access & Applications
New Client Intake Form
Tell us about your financial goals, household, and planning needs before your first consultation.
Complete Intake FormInvestment Account Application
New clients opening investment accounts can complete this application to get started with brokerage, IRA, or managed account setup.
Application coming soon. Contact us to get started in the meantime.
Calculators
Financial Planning Tools
Interactive calculators for retirement planning, emergency reserves, RMD estimates, and IRA comparisons.
Retirement Savings Projection
Estimate how much your savings could grow by retirement based on age, contributions, and return assumptions.
Open CalculatorCompound Growth Calculator
See how a starting balance and monthly savings could grow over time with compound returns.
Open CalculatorEmergency Fund Target
Calculate how much to keep in reserve based on monthly essential expenses and months of coverage.
Open CalculatorRMD Estimator
Estimate your required minimum distribution using the IRS Uniform Lifetime Table.
Open CalculatorRoth vs Traditional IRA
Compare simplified after-tax outcomes using tax-equivalent contributions and your estimated tax rates.
Open CalculatorSocial Security Claiming
Compare benefits at ages 62, full retirement age, and 70 — with break-even ages and lifetime totals.
Open Calculator Downloads
Worksheets & Forms
Download PDF forms and Excel worksheets. Items marked "Coming soon" will be added shortly.
Financial Planning
Financial Planning Worksheet
PDFComprehensive worksheet to capture goals, assets, liabilities, and planning priorities.
Coming soonBudget Worksheet
XLSXMonthly income and expense template to track spending and savings.
Coming soonNet Worth Statement
XLSXSnapshot of assets and liabilities to measure financial progress over time.
Coming soonRetirement Expense Worksheet
XLSXEstimate post-retirement living expenses and income needs.
Coming soonBeneficiary Designation Checklist
PDFReview and update beneficiaries on accounts, policies, and retirement plans.
Coming soonInvestment Policy Statement Template
PDFDocument investment objectives, risk tolerance, and allocation guidelines.
Coming soonRetirement & IRA
IRA Distribution Form
PDFRequest IRA distributions with required account and tax withholding details.
Coming soonRequired Minimum Distribution Worksheet
PDFCalculate RMD amounts and plan retirement account withdrawals.
Coming soonBusiness & CFO
Cash Flow Forecast Template
XLSXProject monthly cash inflows and outflows for business planning.
Coming soonKPI Dashboard Template
XLSXTrack key performance indicators for monthly business reviews.
Coming soonChecklists
New Client Document Checklist
PDFDocuments and information to gather before your first planning meeting.
Coming soonEstate Planning Document Checklist
PDFWill, trust, power of attorney, healthcare directive, and related records.
Coming soonQuarterly Financial Review Checklist
PDFPrepare for quarterly check-ins with your advisor.
Coming soonNeed a Form Not Listed Here?
Contact us and we will send the right document for your situation.