First, it’s time to discover! Our initial meeting is all about you. We want to understand the goals of your retirement and your biggest dreams. We also want to address any questions or concerns you may have. Tell us your story.

From there, we give you honest feedback on where you are. Sometimes people are on the right track — and we’ll tell them that. Not everyone becomes a client. But others may benefit from a written plan and strategies that we can offer, and that’s where our journey begins together.

Prior to our first meeting, we ask that you complete this detailed form and look over our checklist on what to bring. This helps make our time together as efficient as possible while giving us a better understanding of your financial situation. The information provided on this form is kept strictly confidential and will not be copied or shared with any third party.

Simply print the Family Questionnaire below and fill it out at your convenience. Once complete, upload it to our secure portal or email it to [email protected].

Thank you for your time — we look forward to meeting you!