New Clients

Client Centered

Our practice is based on financial planning. We help our clients think about their goals (pay off loans, marriage, education, buy a house, save for retirement, etc.), then plan how to achieve those goals in a cost & tax-efficient way.

We're honored that you've chosen us to guide you in your financial decisions. Your goals are the heart of our business, and we look forward to learning more about the life you're creating so we can support you in the best way possible. Thanks again for your trust. We look forward to supporting you for years to come.

Documents Needed:

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Please review and complete the following forms for the creation of your financial plan:

1.) Documents Needed: Please bring as many documents you can assemble to your first meeting.

2.) Risk Tolerance Questionnaire: Answer this questionnaire as honestly as you can. This will help us understand your rick tolerance when it comes to your investments. We will then use your answers to help design a portfolio that takes into account your risk tolerance and time frame.

3.) Cash Flow Worksheet Fill in with either your monthly OR annual expenses.

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