In order to enhance the value of your financial plan, we need a comprehensive understanding of your current financial situation and your unique goals. To get started, please provide the necessary information through one of the following options:
Option 1: Electronic Submission (Preferred)
- Access the secure electronic form through the link in the email you received from Sequoia’s Wealth Planning Department or your advisor.
- If you haven’t received this email, contact us at firstname.lastname@example.org for assistance.
- This electronic form allows you to securely submit electronic copies of your financial statements or input financial information and notes.
Option 2: Electronic or Printed Forms (Alternative)
Click the linked PDF and complete accordingly. Once complete, please mail to ATTN: Wealth Planning Dept, 3500 Embassy Parkway, Akron, OH 44333 or submit electronically using our secure SendThisFile service.
- Click here to print Data Request and Cash Flow lists.
- Access electronic data submission through Box File Transfer – Please select Wealth Planning as the recipient of the transfer.