First-Meeting Prep · Phase 1 of the MV Blueprint

Ten minutes now makes our first meeting twice as productive.

A quick snapshot of where you stand and where you want to go. Round numbers and best guesses are perfect — this isn't a test, and every field is optional.

New to how we work? This form is Phase 1 of the MV Blueprint — our full planning process, from the foundation up. See the MV Blueprint →
Privacy first: this page doesn't save or transmit anything on its own. When you're done, one button opens a pre-written email in your own mail app — you review it, then hit send. Please don't include account numbers or Social Security numbers; round balances are all we need.
About you
Income & savings
Pensions & Social Security

Guaranteed income changes the whole plan — even rough details help. Skip anything that doesn't apply.

Accounts & assets

Check what you have and add a rough balance — “~$250k” is plenty. Skip anything you're not sure about.

Anything else? Add other assets we didn't list above.

Liabilities

Mortgage, auto loans, student loans, credit cards, HELOCs — whatever applies. Rough numbers are fine, and blank rows are fine too.

Type (auto, mortgage, etc.)RateTermBalance
Additional notes

Anything about your assets or liabilities worth explaining — a property you're selling, a loan almost paid off, an account you're unsure about.

Your goals

Check everything that's on your mind — then tell us which matters most.

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The email button opens a message in your own mail app addressed to info@mvwmllc.com with your answers — nothing sends until you hit send. Prefer paper? Print it and bring it along.