We want to know as much as possible about our clients, so we can provide comprehensive financial plans that are right for them. We therefore start by conducting a thorough analysis of your existing portfolio, present situation, past experience, and future goals. Once we have reviewed this information, we proceed to create a customized solution in the form of a detailed financial plan.

To help us get started, you’ll need to complete and return a questionnaire we provide, and bring some accompanying documents to our first meeting. We find that this advance 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 worksheet, please give us a call.