Welcome

Completing both Discovery Part One and Part Two before our substantive discussion is essential to establish a clear baseline of your financial experience, knowledge, goals, and objectives. This process mirrors medicine, where a doctor must understand anatomy, medical history, symptoms, and lifestyle before diagnosing, or construction, where a builder needs to know the foundation, plumbing, electrical systems, headers, and footers to ensure stability. In my experience, clients who find the process overly complex or dismiss its importance often struggle, while those who overestimate their expertise and adopt an overconfident attitude risk missteps. By thoroughly completing these discovery steps, we find the balanced middle ground necessary for a productive conversation. This approach ensures we tailor our conversations to what makes you unique, fostering a collaborative and informed discussion that sets the foundation for effective investment and wealth advice, management and planning (AMP).

Welcome to The Truesdell Companies

Discovery Part 1 — Financial Intake Form

Discovery Part 1

The Part 1 Discovery intake form is not focused on specifics such as dollar amounts or personal identifying details. Instead, completion simply offers a general roadmap to guide our discussions. Complete for each member of the household unless you are living completely separate and independent financial lives.

Basic Information First and Last Name: Age: Residential Address: Email: Mobile Phone: Preferred Method of Communication: Availability (hours of the day): Current Marital Status: Previous Marital Status (if applicable): Current Family Members in Household: Do you have minor children? Do you have adult children? Do you have dependent adult children? Do you have a child or grandchild with special needs?

Lifestyle & Vision What makes you most happy? What hobbies do you enjoy? What do you envision for your future? Do you feel the nation and world are doing well or facing challenges?

Employment & Retirement Status: Date of Retirement: Profession: Last Employer: Anticipated Retirement Date: Profession (if currently working): Current Employer: Additional Employment / Side Gigs:

Health & Medical

A professional wealth advisor, who always puts your interests first, will ask about your past and current health to plan for your future.

Have you ever had a heart attack? Diagnosed with cancer? Do you have diabetes? Undergone any major surgeries? Any chronic illnesses? Currently on any medications? Significant ongoing health conditions? Family history of heart disease? Family history of cancer? Family history of diabetes? Family history of Alzheimer’s?

Lifestyle Factors Do you smoke or use tobacco products? Do you consume alcohol regularly? Do you engage in regular physical exercise? How would you rate your overall health and expected longevity? Do you anticipate decreased mobility? If so, when and how? Do you drive? Have you had an at-fault accident in the last 5 years? Do you travel more than 100 miles in a single day? Do you require assistance when traveling?

Income Sources Work Pension Annuity Beneficiary of a Trust Social Security

Estate Planning Documents Will Pour-Over Will Living Trust Irrevocable Trust Financial Power of Attorney Health Care Power of Attorney Living Will DNR Pre-Need Guardian Affidavit Letters of Instruction Pre-Paid Funeral Plan Pre-Paid Burial or Other Resting Arrangements

Discovery & Goal Setting What immediate questions would you like addressed during our discovery conversation? Short-Term Goals (within 1 year): Intermediate Goals (1–5 years): Long-Term Goals (beyond 5 years):

How to Print and Send a PDF

Printing a PDF to a file (often called "Print to PDF") is a powerful and secure way to create, save, and share digital documents, particularly within our Apple-based ecosystem. As a firm that exclusively uses Apple devices—iPhones, iPads, and Macs—for all operations, we leverage tools like Apple Preview to ensure seamless PDF creation and sharing. While we understand other systems like Microsoft, Android, and Google (which we use extensively), we are not positioned to provide computer support for non-Apple platforms. Below, I’ll explain why printing to PDF is useful and secure, followed by detailed steps tailored for Apple devices, with a focus on saving, attaching, and sending PDFs via email or text. For further guidance, watch the video linked below. I’ll also cover general steps for other platforms, but our expertise lies with Apple.

Why Printing to PDF is Useful and Secure

Usefulness:

Universal Compatibility: PDFs are readable on any device, ensuring your document looks consistent whether opened on an iPhone, iPad, Mac, or non-Apple device.
Preserves Formatting: PDFs lock in fonts, images, and layouts, preventing changes when shared or printed, ideal for financial forms like Discovery Part One and Two.
Versatility: Convert web pages, emails, or documents into PDFs for easy storage, sharing, or archiving.
Streamlined Sharing: PDFs are compact for emailing or texting and support annotations or signatures, perfect for client collaboration.
Archiving: PDFs are excellent for storing receipts, contracts, or financial forms long-term, independent of software versions.

Security:

Password Protection: PDFs can be encrypted with passwords to protect sensitive data, such as financial or health information in your fact finder.
Restricted Editing: Set permissions to prevent unauthorized edits, copying, or printing, safeguarding client data.
Low Malware Risk: PDFs are less prone to viruses than other file types, though avoid opening PDFs from untrusted sources.
Redaction: Tools like Adobe Acrobat allow permanent removal of sensitive data (e.g., Social Security numbers) before sharing.
Digital Signatures: PDFs support secure signatures for legal or professional documents, ensuring authenticity.
Caveat: Printing to PDF removes original encryption, so reapply security settings (e.g., passwords) to maintain protection.

Step-by-Step Instructions for Printing to PDF, Saving, Attaching, and Sending (Apple Focus)

Apple Preview (Mac)

Apple’s Preview app, standard on macOS, is our go-to tool for creating and managing PDFs. The Share icon (box with an upward arrow) simplifies saving and sending.

Open the File: Open the document, email, or webpage in its app (e.g., Safari for web pages, Mail for emails, or Preview for existing PDFs) on your Mac.

Access Print Menu: Go to File > Print or press Command + P. Alternatively, in Safari, click the Share icon (box with upward arrow) and select Print.

Select PDF Option: In the Print dialog, find the PDF dropdown in the bottom-left corner. Click it and choose Save as PDF. (Many users miss this dropdown.)

Save the PDF:

A window appears. Enter a file name and select a save location (e.g., Desktop, Documents, or iCloud Drive).

Optionally, add a password via Security Options to encrypt the PDF.

Click Save.

Attach to Email (Mail):

Open the Mail app on your Mac and click Compose.

Drag the PDF from its location (e.g., Desktop) into the email body, or click the paperclip (Attach) and select the file.

Enter the recipient’s email address, subject, and message, then click Send.

Send via Text (Messages):

Open Messages on your Mac.

Start a new conversation or select an existing one.

Drag the PDF into the message field, or go to File > Add File and select the PDF.

Press Return to send. Note: Large PDFs may need compression or email sharing due to size limits.

Security Tip: To secure sensitive PDFs (e.g., Discovery forms), open in Preview, go to Tools > Protect Document, and set a password.

Why Use Preview? It’s free, built into macOS, and supports editing (e.g., annotations, signatures), aligning with our Apple-centric workflow.

Apple iOS/iPadOS (iPhone/iPad)

Our firm uses iPhones and iPads for mobile tasks, and iOS/iPadOS makes printing to PDF intuitive via the Share sheet.

Open the File: Open the document, email, or webpage in its app (e.g., Mail for emails, Safari for web pages, or Files for documents) on your iPhone/iPad.

Access Print Menu:

For emails in Mail: Open the email, tap Reply > Print.

For web pages in Safari: Tap the Share icon (box with upward arrow) and select Print.

For files in Files: Open the file, tap the Share icon, and select Print.

Select PDF Option:

In the Print menu, pinch out (zoom in) on the preview image to open it full-screen.

Tap the Share icon again (top-right). This converts the file to a PDF. (Users often miss the pinch-to-zoom step.)

Save the PDF:

Tap Save to Files in the Share sheet.

Choose a location (e.g., iCloud Drive, On My iPhone) and enter a file name.

Tap Save.

Attach to Email (Mail):

Open the Mail app and tap Compose.

Tap in the email body, then tap the document icon (Attach) above the keyboard.

Select the PDF from Files or iCloud Drive.

Enter the recipient’s email address, subject, and message, then tap Send.

Send via Text (Messages):

Open Messages and start a new conversation or select an existing one.

Tap the plus sign (+) or attachment icon, then select Files.

Locate the PDF in Files or iCloud Drive, tap it, and send. Compress large PDFs using a third-party app if needed.

Security Tip: Use a PDF editor like Adobe Acrobat Reader (iOS app) to add a password:

Open the PDF, tap Share > Lock PDF, and set a password.

Why Use iOS/iPadOS? Our iPhones and iPads integrate seamlessly with iCloud Drive and Mail, streamlining PDF sharing within our Apple ecosystem.

General Steps for Other Platforms (Limited Support)

While our firm is Apple-based, we recognize clients may use other systems. We provide basic guidance below but cannot offer technical support for non-Apple devices. For detailed help, consult your IT support or watch the video linked below.

Microsoft Windows

Open the file in its app (e.g., Edge, Outlook, Word).

Go to File > Print or press Ctrl + P.

Select Microsoft Print to PDF as the printer.

Click Print, choose a file name and location, and save.

For email: In Outlook, click New Email, attach the PDF via the paperclip, and send.

For text: Use Phone Link to attach the PDF to a message (size limits apply).

Android

Open the file in its app (e.g., Gmail, Chrome, Google Drive).

Tap the three-dot menu and select Print.

Choose Save as PDF from the printer dropdown.

Tap the PDF icon, select a save location, and save.

For email: In Gmail, tap Compose, attach the PDF, and send.

For text: In Messages, attach the PDF via the paperclip (compress if too large).

Google (Chrome Browser)

Open the webpage or document in Chrome.

Click the three-dot menu and select Print or press Ctrl + P (Windows) / Command + P (Mac).

Choose Save as PDF under Destination.

Click Save, select a location, and save.

For email: In Gmail, click Compose, attach the PDF, and send.

For text: Upload to Google Drive, generate a shareable link, and send via text.

Additional Tips for Apple Users

iCloud Drive: Save PDFs to iCloud Drive for easy access across your Mac, iPhone, and iPad, ensuring our team can collaborate efficiently.

File Size Limits: Email attachments are capped at 25MB (e.g., Apple Mail). For larger PDFs, share via iCloud Drive or compress using a tool like Adobe Acrobat.

Compression: Use apps like PDF Compressor (available on the App Store) to reduce PDF size for texting.

Protected PDFs: If the original file is password-protected, ensure you have the password to print to PDF. Preview or third-party apps can add new passwords.

Apple Ecosystem: Our firm’s exclusive use of Apple devices ensures consistency, but if you’re on another platform, test PDF compatibility before sharing critical forms.

Why This Matters for Your Discovery Forms

Your Discovery Part One and Part Two forms are vital for capturing a client’s financial, health, and estate planning baseline. Printing these to PDF using Apple Preview or iOS ensures they remain formatted and secure when shared with clients or advisors. With our Apple-based workflow, you can create PDFs, save them to iCloud Drive, and attach them to emails or texts via Mail or Messages, all while applying passwords for sensitive data. This supports the fiduciary approach you emphasized, ensuring client information is handled professionally and securely.

For more information, watch the video below to see these steps in action. If you need help with Apple-specific processes (e.g., printing a Discovery form from Safari), let me know, but note that we cannot provide support for non-Apple systems.

Note: As an Apple-based firm, our expertise is limited to macOS, iOS, and iPadOS. For Microsoft, Android, or other platforms, consult your IT support or refer to the video for general guidance.