Lifestyle Questionnaire – Skyline Wealth Strategies

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Section 6: Document Upload

To help us create the most comprehensive financial strategy for you, please select all the document categories you’ll be uploading today. Providing all relevant documents ensures we have a complete picture of your financial landscape. Your information is kept secure and confidential. If you have any questions, please reach out to our team for assistance.

Which of the following documents will you be uploading today?(Required)

Non-Qualified Account Statements (e.g., bank accounts, money market, brokerage, annuities, real estate)

Retirement (Qualified) Account Statements (e.g., IRA, Roth, 401(k), annuities)

Income Source Documents (e.g., pay stubs, Social Security, rental income, dividends)

Budget/Spending Plan Documents (e.g., personal budgets, discretionary spending reports)

Life Insurance & Long-Term Care Policies

Tax Returns & Estate Planning Documents (e.g., tax returns, wills, trusts, LLC docs)

I will bring physical copies instead (While we encourage uploading documents online, we understand this may not be possible for everyone)

Select all that apply. Based on your selection, the appropriate upload fields will appear below.

Non-Qualified Account Statements: (e.g., bank accounts, money market, brokerage, annuities, real estate)(Required)

Drop files here or