Forms for Couples

Welcome! To move forward, we’ll need to gather some information from you on some forms. Please click the buttons below to download each form and fill them out to the best of your ability.

After completing the forms, you can return to this page and upload the forms using the tool at the bottom of the page. Alternatively, you can email the files to

If you have any questions please call (970) 618-9598 or email

Step 1:
Fill Out Personal Information Form

Step 2:
Fill Out Financial Information Form

Step 3:
Fill Out Key People Form

Step 4:
Upload Your Completed Forms:

Drop files here or
Accepted file types: pdf, Max. file size: 100 MB, Max. files: 5.