Useful Documents

Loyola Blueprint Document List

This is a list of documents Joe and Jim generally request for review of past, present, or retired Loyola employees so they can best prepare the retirement blueprint.  While not every item is required, the more information available during the planning process, the more defined the retirement blueprint results.

Rush Oak Park Hospital Blueprint Document List

This is a list of documents Joe and Jim generally request for review of past, present, or retired Rush Oak Park Hospital employees so they can best prepare the retirement blueprint.  While not every item is required, the more information available during the planning process, the more defined the retirement blueprint results.

Blueprint Document List

This is a list of documents Joe and Jim generally request for review if possible while preparing your retirement blueprint.  While not every item is required, the more information available during the planning process, the more defined the retirement blueprint results.

Pre-Retirement & Retirement Age Clients Questionnaire

This is a list of questions that prompt you to think about your retirement expectations, and ultimately your answers will help us in preparing and/or updating your retirement blueprint.

Document Locator

This is a form many find useful in organizing their important documents.  Having this completed is especially helpful to others who may have a need to locate your important papers.

Cash Flow & Expense Worksheet

This is a worksheet many find useful in determining their monthly cash flow and expenses.  Having this completed will help us in preparing and/or updating your retirement blueprint.