Fact Finders
Before your meeting, we ask that you take time to review and fill out either a comprehensive fact finder or a shortened client questionnaire so we can gauge your needs properly during our meeting and find areas of weakness or areas of importance for you.
Comprehensive Fact Finder
This fact finder is a 27 page questionnaire that is a comprehensive overview of your financial position and your priorities. In order for me to get the best possible picture of your financial situation, it is recommend reviewing and filling out this document prior to your first meeting. This helps you not only find the information that you need, but also recognize your priorities. This also helps me understand your risk tolerance, your estate planning needs and much more.
Click below to fill out the questionnaire online or print and complete in preparation for your meeting with us.
Shortened Fact Finder
This is an abridged version of the Comprehensive Fact Finder. This allows me to get an overview of your financial picture without delving too deep into anything. The Shortened Fact Finder allows you to set your priorities for what you wish to accomplish from our new relationship. This has a section for the client and their spouse to each set their own priorities as well as a general plan for retirement needs. There is also a section for clients to outline their goals and a timeline for those goals.
Click below to fill out the questionnaire online or print and complete in preparation for your meeting with us.