Downloads, checklists, and worksheets.

Use the downloads hub to find the Advisor Review Scorecard, tax document worksheets, retirement preparation, business-owner planning prompts, and insurance review prompts without sending sensitive records through public channels.

Browse downloads Open scorecard
Planning checklist and worksheet set.
Preparation library Choose the worksheet that fits the conversation before documents move.

Start with the tool that fits the next decision.

Some tools open directly as files. Others help you prepare for the right page, call, or secure document route.

Advisor Review Scorecard

Use when service, fees, portfolio purpose, tax records, or transfer friction are unclear.

Open scorecard

Retirement clarity map

Use before a retirement-income call to organize income sources, account roles, tax records, and timing questions.

Download PDF

Tax document worksheets

Use when rental, self-employed, work-from-home, or tax-season records need structure.

View worksheets

First conversation tools

Use when you need to prepare without sending account numbers, slips, or statements.

View checklists

Available downloads and preparation tools.

Stiller Financial Advisor Review Scorecard PDF
Advisor Review Scorecard

Best for reviewing current advisor fit, service, fees, tax records, and transfer friction.

Use this when: Service, fees, portfolio purpose, tax records, or transfer friction are unclear. Do not use this for: A recommendation to change advisors or transfer accounts. Next page: Advisor Review Scorecard.
Download PDF
Stiller Financial First-call preparation checklist PDF
First-call preparation checklist

Best for naming the decision, documents, deadlines, and professional questions before a first conversation.

Use this when: You need to name the decision, timeline, documents, and professionals before a first call. Do not use this for: Sending sensitive records through a public website route. Next page: Contact or Services.
Download PDF
Stiller Financial Retirement clarity map PDF
Retirement clarity map

Best for preparing income-source, account-order, CPP/OAS, RRIF, TFSA, tax, and document questions.

Use this when: CPP/OAS timing, RRIF/RRSP withdrawals, TFSA use, tax records, or income order need a first map. Do not use this for: A final withdrawal or benefit-start instruction. Next page: Retirement Income Planning.
Download PDF
Stiller Financial Business Owner Financial Snapshot PDF
Business Owner Financial Snapshot

Best for organizing corporation, retained earnings, compensation, insurance, succession, and household-income prompts.

Use this when: Compensation, retained earnings, insurance, succession, or household income need one overview. Do not use this for: Accounting, legal, or tax implementation advice. Next page: Business Owner Financial Planning.
Download PDF
Stiller Financial Tax document checklist PDF
Tax document checklist

Best for confirming what to gather, what to hold, and which route should be used before sensitive records move.

Use this when: Tax records, schedules, or routing questions need structure before filing or planning. Do not use this for: Transmitting actual slips, returns, or detailed financial records. Next page: Tax Planning and Returns.
Download PDF
Stiller Financial Insurance coverage review worksheet PDF
Insurance coverage review worksheet

Best for reviewing existing coverage, beneficiaries, ownership, gaps, overlap, and fit before applying for anything new.

Use this when: Existing coverage, beneficiaries, ownership, gaps, overlap, or purpose need review. Do not use this for: An application, replacement instruction, or coverage recommendation. Next page: Insurance Review.
Download PDF
Stiller Financial Estate conversation starter PDF
Estate conversation starter

Best for organizing beneficiaries, liquidity, account ownership, tax records, and professional questions.

Use this when: Beneficiaries, liquidity, account ownership, tax records, and professional questions need order. Do not use this for: Legal drafting, estate administration, or tax advice. Next page: Estate and Inheritance Planning.
Download PDF
Stiller Financial U.S. Tax / FinCEN starter questions PDF
U.S. Tax / FinCEN starter questions

Best for preparing citizenship, residency, Canadian account, FBAR, FinCEN 114, and referral-scope questions.

Use this when: Citizenship, residency, Canadian accounts, FBAR, FinCEN 114, or referral scope need triage. Do not use this for: Resolving legal, treaty, or complex cross-border tax questions. Next page: U.S. Tax and FinCEN Support.
Download PDF
New client questionnaire worksheet.
New client questionnaire

Best for organizing basic onboarding details before a confirmed client workflow.

Use this when: You need to name the decision, timeline, documents, and professionals before a first call. Do not use this for: Sending sensitive records through a public website route. Next page: Contact or Services.
Download XLSX
Rental property tax schedule worksheet.
Rental property schedule

Best for gathering rental income and expense details before tax preparation scope is confirmed.

Use this when: Tax records, schedules, or routing questions need structure before filing or planning. Do not use this for: Transmitting actual slips, returns, or detailed financial records. Next page: Tax Planning and Returns.
Download XLSX
Self-employed tax schedule worksheet.
Self-employed schedule

Best for organizing self-employed income and expense records before tax preparation review.

Use this when: Tax records, schedules, or routing questions need structure before filing or planning. Do not use this for: Transmitting actual slips, returns, or detailed financial records. Next page: Tax Planning and Returns.
Download XLSX
Work-from-home expense worksheet.
Work-from-home expenses

Best for gathering T2200-related work-from-home expense details where applicable.

Use this when: Tax records, schedules, or routing questions need structure before filing or planning. Do not use this for: Transmitting actual slips, returns, or detailed financial records. Next page: Tax Planning and Returns.
Download XLSX