Financial Perspective

Just like a doctor needs to know your complete medical history and symptoms before making a medical diagnosis, we need to be familiar with your complete financial history in order to provide you with a sound financial plan for the future.

We have prepared a form that will get you thinking about your financial situation as well as offer us a window into where we can help you make the changes that could improve your expected outcome.

Two formats are available for download (choose Adobe Reader if you do not have this free plugin):

When you come in for your first meeting, we ask that you bring the completed form with you.

BACKGROUND INFORMATION
The first meeting will serve as a fact finding session. We will be asking a lot of questions of you to find out your Financial and Tax needs and goals which will help in in creating your initial plan.

The initial plan is presented to you at the second meeting. We will go over all aspects of this plan and show you how we can help you reach your Financial and Tax goals. This written plan is yours to take home.

At the third meeting we will begin to implement the plan.