Preparing For Your First Appointment
We know your time is valuable and want our meetings to be both efficient and effective. The documents linked below will help you prepare in advance for the meeting so we can maximize our time together.
- Personal Values Questionnaire - This information is helpful in giving an advisor a quick overview of your situation and what issues are most important to you. Please provide as much information as you feel comfortable providing.
- Document Checklist - This is a list of documents that are helpful in understanding your "starting point" as we develop your Financial Road Map™.
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