Client Experience
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.
New Client FAQs Financial Planning FAQs Divorce Planning FAQs
Discovering Purpose Workbook Financial Planning Questionnaire
Interactive Budget Worksheet Retirement Transition Budget Worksheet
Risk Profile
Planning Agreement
Divorce Planning Agreement
Below are links to Client Experience FAQs and Documents
New Client FAQs Financial Planning FAQs Divorce Planning FAQs
Documents
Discovering Purpose Workbook Financial Planning Questionnaire
Interactive Budget Worksheet Retirement Transition Budget Worksheet
Risk Profile
Planning Agreement
Divorce Planning Agreement
