Preparing to Meet

I would like to completely understand your current situation so that I can provide a comprehensive financial plan that is right for you. Only after a thorough analysis is conducted of your existing portfolio, present situation, past experience and future goals, will I create a customized solution in the form of a detailed financial plan.

Please complete the attached worksheet and bring the accompanying documents to our first meeting. The advanced preparation can help you and your spouse articulate your financial needs more clearly and ensure we make good progress in our first session. Should you need any help preparing this work sheet, please give me a call.