Client Experience

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Prospective Clients often wonder how financial planners work and what to expect.  Our partnership begins with a 'get acquainted" initial meeting. This is a great opportunity for us to get to know one another and decide whether or not we would be a good fit.   During this meeting we learn more about you, your background, and your needs.  You learn more about our team and process, as well as learn about our services, philosophy, fees, and more so you can feel confident during the decision making process.     


Below are links to Client Experience FAQs and Documents

 

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              m2.png      Financial Planning FAQs                     m2.png  Divorce Planning FAQs



Documents


Discovering Purpose Workbook   Financial Planning Questionnaire 
Interactive Budget Worksheet    Retirement Transition Budget Worksheet 

Risk Profile
Planning Agreement
Divorce Planning Agreement

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