First Steps

To begin the client process, we'd like to set up a formal intake meeting with you to talk about your finance goals.

For the intake meeting, we ask that you send us some information about yourself  in advance so that we can prepare for your meeting ahead of time. Please know that your information will be held in the strictest of confidence.

Personal Information

Client:

Co-Client:

Children:

Client:

Co-Client:

Goals/Objectives

Current Income

Client:

Co-Client:

Retirement/Education/Estate

Do you plan to provide funding for your children's college education?
Do you expect to inherit an amount greater than your annual income?
Are you the beneficiary of a trust?
Do you have will(s)?
Have you created trust documents, health care proxies, powers of attorney?

Assets/Liabilities (round values to the nearest $1,000)

Investment Assets

Personal Assets

Investment Liabilities

Personal Liabilities

Thank you providing us with your information! Please click the button below to go to our scheduling site to pick a date and time for us to meet.