Secure File Upload

Thank you for choosing Hanke & Co. for your financial planning needs. To help us better prepare for our initial consultation, we kindly request that you upload any of the following documents prior to our meeting. While these documents are not required, they can provide valuable insight and help guide our discussion.

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Documents that may be helpful:

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• Brokerage statements (individual, joint, IRA, or trust accounts)

• 401(k), 403(b), and other employer-sponsored retirement account statements

• Mortgage statement

• Recent pay stubs

• Most recent tax return

• Social Security benefits statement (SSA.gov)

• Household budget or spending plan, if available

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At Hanke & Co., we take your privacy seriously. You can review our commitment to protecting your personal information by viewing our Privacy Policy. If you would like us to sign a non-disclosure agreement (NDA) before sharing any documents, please email us at contact@hankewealth.com.

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We look forward to meeting with you and starting this journey together.