Tell Us About Yourself

What you share about your situation, capabilities and goals is groundwork for success. It enables us to understand your needs and opportunities, and hopefully, shine light on new options you may consider.

As your Financial Planner, we will ask you to tell us about yourself regarding topics such as:

  • Your personal situation
  • Your budget
  • Your goals
  • Your current investments
  • How you feel about risk and rewards
  • Money you earn and owe
  • Your insurance
  • Your taxes
  • Your Will
  • Your estate objective

Remember, there are no right or wrong answers. Be confident an engaging process can take some of the mystery out of your financial journey.

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