Financial Resources

Are you meeting with Independence Wealth Advisors? Here are a few documents for you to print, fill out, and bring into your upcoming appointment with us. It’s our goal for you not to be a number, but a new friend of Independence Wealth Advisors. Click the links below to get started.

Budget Simplifier

Get Started

Confidential Profile


Risk Profile

Take Test

Investment Philosophy


Don’t have a meeting scheduled yet?

If you’d like to meet about your retirement plan, schedule a meeting with Independence Wealth Advisors today! Fill out the form below to get started: