Our first meeting is primarily about you talking and us listening. We want to know all we can about you and your family, as well as what prompted you to seek us out. We want to learn about your goals both personally and financially. You’ll get to know us too, and hear more about the services we offer. There is no obligation or cost to meet. By learning all about each other, we can determine if we’re a good fit to work together.
Once the decision has been made to move forward, we roll up our sleeves and start working on a financial plan that syncs your financial resources with your financial goals. Prior to presenting your financial plan, you will fill out a questionnaire and forward it to us with account statements, so that we understand your full financial picture. A fee may be charged for creating your financial plan that is dependent on the complexity of your financial situation.
Give us a call or shoot us an email! We'd love to arrange a time to meet, so that we may learn how we may be able to help you.
Initial Financial Plan - The following forms are used to gather information about you to assist in creating your financial plan. Please fill in as much information as possible, and we will work with you to gather any additional information needed, and answer any questions you may have.
Client Profile (word) (PDF)Cash Flow (excel) (PDF)