Lincoln Park Private Wealth

Family CFO — Wealth Diagnostic

This intake helps us build a complete picture of your financial life — so we can identify where you're losing money, where you're leaving it on the table, and how to close the gap. Takes about 8–10 minutes.

Step 1 of 5 — About you
About you
Basic information so we know who we're building this for.
Your goals
We start here — not with your accounts. Tell us what you actually want your money to do for your life.
Describe what your life looks like when money is no longer something you have to think about.
Select all that apply.
The amount your investments would need to generate so you could fully fund your lifestyle without working.
Very closeVery far
Where things feel off
This is the most important section. Be direct — the more honest you are here, the more specific we can be in what we find for you.
Select all that apply — these help us know where to focus.
Not at allCompletely
Your current setup
A quick picture of your existing advisory relationships and financial structure — so we know what we're working with and where the gaps are.
Select all that apply.
Select all that apply.
Documents for your wealth diagnostic
We only ask for what we actually need to build your reports. Everything is held in strict confidence. You don't need to gather everything at once — bring what you have and we'll flag what's missing.
Tax Analysis (CTAP)
Required
Last 2 years of personal tax returns (1040) Identifies income structure, bracket exposure, and tax reduction opportunities
Required
Last 2 years of business tax returns (if applicable) Reveals entity structure efficiency, compensation optimization, and deduction gaps
If applicable
K-1s, trust returns, or partnership returns Required if income flows through pass-through entities or trusts
Investment Analysis (IAA)
Required
Most recent statements from all investment accounts Enables Freedom Index and Capital Velocity Score calculation across your full portfolio
Required
Current advisory fee disclosures (Form ADV or fee schedule) Calculates true after-tax cost of advisory fees — often significantly higher than the stated rate
If applicable
401(k), IRA, or retirement account statements Identifies asset location inefficiency and Roth conversion opportunities
If applicable
Real estate holdings summary or mortgage statements Needed to evaluate full capital picture and income-generating potential
Upload documents now (optional — bring what you have)
You can upload multiple files at once. PDFs, images, and spreadsheets all accepted. Everything is encrypted in transit and stored securely.
Tax Documents (1040s, business returns, K-1s)
Investment Statements (brokerage, 401k, IRA, ADV)
Other Documents (anything else relevant)
A note on documents
Don't let document gathering slow you down. Come to the discovery call with whatever you have. We'll tell you exactly what else we need and why — and most clients are surprised how quickly we can build a complete picture from the basics.
Your wealth diagnostic will cover
Based on your answers, here's where we'll focus — and what we'll deliver before we ever ask you to make a decision.
Tax Architecture Analysis
Complete review of your tax structure — what you're overpaying and how to stop
Income Architecture Audit™
Your Freedom Index, Capital Velocity Score, and 12-point portfolio diagnostic
Business Valuation
Add if you own a business
✓

We have everything we need.

Your intake is complete. Someone from Lincoln Park Private Wealth will be in touch within one business day to confirm your discovery call and let you know exactly which documents to bring.

What happens next
Step 1
Discovery call
20 minutes. We walk through your answers and confirm the diagnostic scope.
Step 2
Document review
We build your complete wealth diagnostic across all applicable pillars.
Step 3
Diagnostic delivery
We present your findings — what it's costing you and what closing the gap looks like.
Lincoln Park Private Wealth — The Family CFO  |  lincolnparkprivatewealth.com  |  866.938.6540