Pre-Meeting Questions

Prior to scheduling a complimentary introductory conversation, we ask that you complete the questionnaire below. These questions are designed to help you better understand your overall financial picture. This should take you no more than 10-15 minutes to complete. Upon receipt our firm will be in touch within one business day to schedule your introductory call.

Note: This is a secure form. Information submitted through this form is kept confidential.

For example, lump sum and annuity are different ways to take a pension.
Please share the best DAYS and TIMES during business hours for meetings, any restrictions on meeting times, and anything else you think would be helpful for us to know.
What is the best email address to use for scheduling with you? We do NOT send solicitations or add your email address to any lists.
What is the best email address to use to communicate with your spouse. We do NOT send solicitations or add your email address to any lists.
What is the best number to use for scheduling questions?