This onboarding flow is designed to help you gather and submit your financial documents in one organized, secure process.
Start with the checklist, upload what you have, and we'll guide you through anything that's missing.
Meet OLIO
Every relationship starts with a conversation. We learn what brought you here, what you want help with, and what success would look like.
You'll get a clear picture of how we work and what partnership looks like. If we're a fit, we move forward together. If not, we'll point you to someone better aligned.
Gather and Upload Your Documents
Use this checklist to collect the financial documents we'll review together.
Upload each item to your secure OLIO portal as you go. If something is unavailable, upload what you have and we'll help with next steps.
Open document checklist
0 of 0 complete
Accounts
- Bank accounts
- Investment accounts
- IRAs and Roth IRAs
- 401(k), 403(b), 457, TSP
- 529 and education accounts
Liabilities
- Credit cards
- Auto loans
- Mortgage statements
- Student loans
- Installment loans
Insurance
- Health, dental, and vision
- Disability coverage
- Life insurance
- Long-term care
- Property and casualty
Retirement
- Plan investment options
- Social Security statement
- Pension details
- Military benefits
- Deferred compensation
Employment
- Two recent paystubs
- Benefits package
- Compensation details
- Stock option documents
Taxes
- Federal and state returns
- W-2 forms
- 1099-R forms
- Cost basis information
Legal Documents
- Revocable trust
- Will
- Power of attorney
- Healthcare directives
- Prenuptial agreement (if applicable)
Other Information
- Beneficiary designations
- Credit report and score
- Stock or bond certificates
- Valuable personal property inventory
Establish Your Financial Baseline
We organize everything into one integrated snapshot so your finances are easier to understand and easier to manage.
Together, we'll identify what's working, what needs attention, and where opportunities may exist.
Build Your Strategy
We design a coordinated plan across cash flow, investments, taxes, retirement, insurance, and estate priorities.
Then we refine the plan with you so it reflects your goals, your values, and your comfort with tradeoffs.
Implement with Clarity
We execute recommendations step by step and keep momentum moving, so decisions become action.
You always know what comes next and why each move matters in the broader plan.
Monitor and Adjust Over Time
Your plan evolves as life changes. We stay with you, monitor progress, and make adjustments as priorities shift.
The goal is long-term confidence, not reactive decision-making.
