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The Organized Investor





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We are excited that you have chosen to get organized and we look forward to assisting you with this process. Maybe you've already attended one of our workshops or are planning to, either way, this page will provide you with helpful information and tools to make this journey an easy one. You will find three separate categories that will assist you with the following topics...Organizing Your Investments, Organizing Your Retirement and Organizing Your Affairs. As you consume and digest the provided information, please don't hesitate to reach out with questions.

Organizing your Investments

So you're ready to get your investments organized...now what? We believe the first and most important step is to begin by looking at a complete snapshot of your investments and assets collectively.  We can assist you with this by preparing a fully customized Portfolio Insight report at no cost or obligation. This report will assist you with identifying areas that could potentially be improved upon in reaching your long term financial goals or provide you with peace of mind that you are on track to meet those goals.  Because this report is based solely on your personal information, we will need your financial institution statements (ie. brokerage account, bank account, annuity and retirement plan statments) to generate the data for this report.  There are several ways to share your information with us...

1) The easy way...sharing your statements with us, which will allow us to collect the information we will need (ie. dollar amounts, ticker symbols, CUSIP #s) to prepare your customized Portfolio Insight report without you having to do any of the work.  There are several ways to share your documents with us.  The easiest would be to simply click on the "Upload Documents" button below and walk through the process that will allow you to upload your statements/documents from your computer directly to us through our secure Citrix Sharefile program. Some additional ways would be to email them to us, which we do not suggest as email is not secure, or using USPS or FedEx mail them them to us.  Lastly, there is always the option of dropping your documents by our office. Our address is 1111 Northshore Drive, #P-250, Knoxville, TN 37919.

2) The hard way...you will click on the "Portfolio Insight Form" button below and fill out the necessary information on the form we have created that will allow you to share with us the data that we will need in order to provide you with a customized report.  Once complete, you will hit the submit button and the form will come straight back to us using our secure Citrix Sharefile program. This option means you will be committed to spending more time preparing the information we will need to be able to create this report for you. 

After we have generated a personal report for you, we will set up a time to meet with you and discuss what the report showed and potential changes that can be made to assist you with having your investment affairs working for your best interests. Please take a minute to review the sample report we have provided below by clicking on the button "Portfolio Insight Sample" to get an idea of what this customized report will look like. 

Upload Documents

Click the button below to upload your most current investment, banking and annuity statements through our secure Citrix Sharefile program. 

Upload Documents

Portfolio Insight Form 

Click the button below to add your asset info. to our Portfolio Insight form.  This will be sent directly to us with our secure Citrix Sharefile program when complete. 

Portfolio Insight Form

Portfolio Insight Sample

Click the button below to review a sample of the Portfolio Insight report.  Your report will be fully customized based on your circumstances and at no cost or obligation.

Portfolio Insight Sample

Below you will find additional resources that will be of assistance with the journey of organizing your investments. 

DSIP List Video

DSIP List Video

Click below to watch a video introduction by Wells Fargo Sector Analyst, Joe Buffa, and learn more about the DSIP list.

Organizing Your Retirement

Are you hoping to retire at some point? Maybe you've just started your career and want to begin planning now for your retirement goals.  Or maybe you are nearing the end of your career and want to check in on your goals to ensure your retirement needs can be met.  Or maybe you are right in the middle of your career, but want to ensure that you are on track to meet your retirement goals. Or lastly, maybe you are already retired and want to make sure you are living out your plan well.  Wherever you may be in this process, we are here to assist you with ensuring your retirement affairs are organized and obtained.  One tool that we would like to share with you is our Envision Analysis report that will allow us to run projections providing differing scenarios based on your retirement goals and your current assets.  These reports are fully customized to your personal situation, which means, like the need to provide us with your financial information for the Portfolio Insight report, we will also need this information to run an Envision Analysis.  After the report is run, we will have a face to face meeting where we will discuss what the analysis yielded and will guide you with suggestions on how you can best meet your retirement goals.  Below you will find additional resources/tools that will assist you with taking the next step in this process.  Additionally the same way that we shared about the differing ways you can provide us with your information in the Organizing your Investments section, carry over here as well...upload them to our secure Citrix Sharefile program, email/mail them to us or complete the below forms that provide us with the necessary information pertaining to your assets and goals and will be sent back to us directly.  Please feel free to contact us with any questions as you read through the below samples and take the next steps with this process. 

Ready to see what our Envision plan says about your retirement goals?

If you are ready to begin the process of organizing your retirement, having us create an Envision plan for your personal goals is a good first step. Below you will find two different forms that can be completed and submitted using our secure Citrix Sharefile program.  We would encourage you to fill out the full Envision profile form, as this will provide us with the most information and in turn yield the most accurate picture of your personal situation.  If you would rather fill out the condensed version, just know that the information collected on this form will not provide a complete snapshot of all the retirement scenarios that you may encounter, due to insufficient data. Before filling out one of these forms, click on the "Envision Process Checklist" button below which provides information on what you will need and what will be asked of you to complete this analysis.  After we have compiled your Envision plan, we will set up a time to meet with you face to face to discuss where you are at in regards to meeting your retirement goals. 

Envision Process Checklist

Envision Profile Form - Full 

Click below to complete the full version of our Envision Profile form, which will yield the necessary data necessary to run this customized report. Once completed and submitted, the form will be sent directly to us via our secure Citrix Sharefile program. 

Envision Profile Form - Full

Envision Profile Form - Condensed

Click below to complete the condensed version of our Envision Profile form, which will yield portions of the data necessary to run this customized report. Once completed and submitted, the form will be sent directly to us via our secure Citrix Sharefile program.  

Envision Profile Form - Condensed
Organizing Your Affairs

Organizing Your Affairs

Do you need to get your affairs in order to ensure your loved ones are taken care of upon your passing? We are here to help you with your Estate Planning needs by utilizing our 5 step process that facilitates you working with a local estate planning attorney (not an out of state document preparation company), for a flat fee, to prepare a package of documents for your personal situation. When preparing a simple Will, most attorneys will include a financial and healthcare power of attorney along with a Living Will, and it may be unnecessary to pay more than $595 for this package. In addition a Revocable Living Trust can be included with the goals of simplification and avoiding probate, and it may be unnecessary to pay more than $795 for this entire package of documents. In addition to document preparation, a local attorney can also provide the service of reviewing existing estate documents without cost or obligation.  We are here to hold your hand through this often overwhelming task and have provided resources and tools below that will assist with jumpstarting the process.  We would welcome sitting down with you and discussing your personal situation and what the next best steps are to ensuring your affairs are in order.   

Workbook

The  Organized Investor Workbook is a tool containing 30 pages of information regarding estate planning and organizing your affairs, as well as a large section to document your information regarding your estate that  loved ones would need to know when you pass away.  Click the button below to fill out, download and print your workbook. 

Organized Investor Workbook

Checklist

Click on the Organized Investor Checklist button below to  share your interests and concerns regarding organizing your affairs and what you'd like to discuss further with us in our first face to face meeting. Once you've submitted this form, your information will be sent to us using our secure Citrix Sharefile program.  

Organized Investor Checklist

Step 2 Profile Form 

In preparation for our first face to face meeting, we would ask that you fill out the "Step 2 Proile Form"  by clicking on the button below.  We will use this form to assist with creating a letter of engagement between you and a local attorney who will work with you to provide you with the documents you need to get your affairs in order . 

Organized Investor Step 2 Profile Form

Organized Investor Workbook Preview

This is a digital preview of the content you will receive at our Organized Investor Workshop.  The workbook covers 50 estate, retirement and tax planning topics providing details that will assist you with this process. Click the below link to preview the first section of the workbook and attend the workshop to receive your own complete copy.

Organized Investor Workbook Preview

Widow's Digest Preview

This is a digital preview of our book The Widow's Digest that provides useful information to widows who are working through the loss of a spouse/partner, and left to handle their affairs.  This book covers 35 counties in Tennessee and provides information on how to navigate these often difficult circumstances.

The Widow's Digest Digital Preview