Financial Life Discovery Preparation | Northern Pacific Asset Management

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Task 1

Complete Client Information Form

Personal details, family, employment, financial profile, and government ID

This comprehensive form captures everything we need for account setup and suitability: your personal and family information, employment history, financial profile, bank account details for transfers, professional advisors, and government identification.

Estimated time: 15–25 minutes. You can save and return if needed.

Start Client Information Form

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Task 2

Complete Your Worksheet

Your monthly income and expenses — auto-calculated annual totals

Choose the worksheet that matches your situation. Your advisor may have specified which one to complete in your welcome email. If you're unsure, the Cash Flow & Expense Worksheet is the default for most clients.

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Cash Flow & Expense Worksheet

For Wealth Builder and Private Client groups

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Retirement Expense Worksheet

For Retirement Client Group members

Estimated time: 10–15 minutes. Have recent pay stubs and bills handy for accuracy.

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Task 3

Set Up & Connect Accounts in eMoney

Link your financial accounts for a complete picture

You will receive a separate email invitation from eMoney Advisor with login credentials. Once logged in, use the Account Aggregation feature to securely connect your bank accounts, investment accounts, credit cards, mortgages, and other financial accounts. This gives us a real-time view of your full financial picture.

Steps to complete:

1. Check your email for your eMoney Advisor invitation (from support@emoneyadvisor.com)
2. Create your account and set a secure password
3. Navigate to “Accounts” and click “Add Account”
4. Search for your financial institutions and securely link each account
5. Repeat for all bank, investment, retirement, loan, and credit card accounts

If you haven't received your eMoney invitation, please contact us at (832) 559-3771.

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Task 4

Upload Documents to ShareFile

Securely share financial documents with your advisor

Use our encrypted ShareFile portal to securely upload your financial documents. The more complete your document submission, the more thorough and actionable your financial plan will be.

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Investments & Retirement

6 items

Current brokerage and investment account statements
401(k) / 403(b) / 457 / TSP statements with current contribution rates
IRA / Roth IRA / SEP / SIMPLE statements
Pension benefit statements and annuity contract statements (if applicable)
Social Security statements — download from MySocialSecurity (ssa.gov/myaccount)
Education savings — 529 plans, pre-paid tuition, Coverdell, UTMAs, UGMAs, or gift trusts

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Insurance

3 items

Life insurance — most recent statements, illustrations, and policy coverage documents
Disability insurance — statements and policy documents
Long-term care insurance — statements and policy documents

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Income & Tax

2 items

Last 2 months' paycheck stubs
Last 3 tax returns — personal & corporate

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Debt & Liabilities

1 item

Outstanding loan statements — mortgages, auto/motorcycle/boat loans and leases, lines of credit, student loans, and credit cards

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Estate & Legal

3 items

Will and trust documents
Buy-sell agreement and most recent business valuation
Business operating agreement(s) / partnership agreement(s) / shareholder agreement(s)

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Business & Employment

2 items

Profit sharing / bonus agreements
Employee stock purchase plan documents

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Budgeting

2 items

Cash flow & expense worksheet (completed in Task 2 above)
Home budget, if you have one

If you choose to send originals instead of digital copies, we will return them to you. For maximum privacy and security, we strongly recommend using our encrypted ShareFile portal.

Download printable checklist →

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Need help with any of these?

If you have questions or need assistance completing any item, don't hesitate to reach out.
(832) 559-3771