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Client Resources

To fulfill our fiduciary responsibility to act in the best interest of our clients, it’s critical for us to have a complete picture of who you are and what you would like to achieve with your money. The resources below are intended to help us  work toward mutual success.

These documents will require some organization of your financial life and some thinking about your goals. It is important that we be thorough during the exploratory phase. Only by knowing more about you can we be able to truly help.

Fillable PDF form that allows prospects to enter personal and financial information about themselves. Fillable PDF form that allows clients to answer questions and gauge their level of understanding around the most important areas of financial life planning. Checklist of key documents (e.g., IRA/Roth IRA statements, 401(k) statements, pay stubs) should bring to meeting with financial advisor.
     Client Discovery Document        Client Financial Life Index       Client Document Checklist

 

Additional client resources: