Thank you for taking the time to prepare for our first conversation. The items below help us understand your full financial picture so we can make the most of our time together. Gather what you can — recent statements work well.
Your answers stay on your device. Nothing you type here is sent to us.
Print the page or bring your notes to the meeting.
There are no wrong answers here. A little reflection before we meet helps us focus the conversation on what matters most to you.
Retirement timing, paying off the house, education funding, travel, charitable giving, leaving a legacy — whatever they are, ranking them tells us where to start.
Market swings, taxes, healthcare costs, supporting family members — if something keeps you up at night, we want to hear about it.
A year from now, what would need to be true for you to feel this was time well spent?
Download the one-page checklist to print, mark up, and bring with you — the same list, with room to write in your answers.