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Prepare for Your Initial Visit

Get Ready for Your Upcoming Meeting: What to Expect

Your eagerly anticipated initial meeting is just around the corner! When you visit us, we'll delve into several crucial aspects to ensure we tailor our approach to your unique needs. We'll discuss your financial situation, explore your goals and expectations, assess your risk tolerance, and even delve into your communication preferences. This meeting will set the stage for the journey ahead, as we'll also outline the next steps to take together. Prepare for a productive and insightful discussion that paves the way for your financial success.

To Prepare for Our Meeting, Please Complete the Following...

Identifying Goals

Start with this worksheet to help identify and organize your goals by priority and time frame. 

Download Questionnaire

Risk Tolerance Questionnaire

How comfortable are you with risk? Discover your tolerance when it comes to investing. 

Download Questionnaire

Personal Insights Questionnaire

Help us get to know you and your aspirations as we take this financial journey together. 

Download Questionnaire
What to Bring

What to Bring

Here’s a short list of recommended information to prepare and bring for your first appointment:

  • Documents listing any benefits available to you through your employer 
  • List of assets (investments, real estate, checking and savings accounts, etc.)
  • List of any debts you are paying toward
  • Bank statements from the past two to three months 
  • Mortgage statement 
  • Most recent tax documents

Don't Hesitate to Reach Out

If you need to reschedule your appointment or have any questions prior to us meeting, please feel free to reach out. We're here to assist you and ensure your experience is smooth and tailored to your needs. Your satisfaction is our priority, so don't hesitate to connect with us.

Let's Connect

Our Approach

Our commitment to integrity and close collaboration is rooted in a culture of demonstrated success. This foundation fosters long-lasting relationships that are built on trust.

Our Approach

Our Team

Gain access to a group of financial specialists devoted to helping you attain your financial goals through personalization and close collaboration.

Our Team

Contact Us

Contact us today to discover how our emphasis on close-collaboration and personalization can help you secure your financial future.

Let's Talk