At Parks Capital, we know that sometimes it can be overwhelming to gather all of your financial information. Identifying what data to collect can sometimes be the most challenging part. We provide these tools to help you through your financial fact-gathering process to assist in creating or changing your plan. The below workbooks are fillable PDFs and, when completed, can be saved to your computer and sent to us securely through Parks Capital's secure file uploader. They are large files and can take an extra few seconds to open.


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