Before your first appointment

Your initial consultation provides you with the opportunity to candidly articulate your needs to your financial advisor and determine whether you want to go forward with the engagement. Prior to the appointment, we ask you complete the following homework assignment so that you can begin to take inventory of your financial affairs. We will warn you now, we ask a lot of questions, many of which are personal in nature, but it is the only way that we can get a clear understanding about you, your experiences, and your goals. Once we know the scope of your financial situation, then we will be able to help you in a way that is appropriate and tailored to your needs. Please complete and bring the following documents:

financial tools

Credit Reporting Bureaus

suggested reading

  • The Automatic Millionaire, David Bach
  • Rich Dad Poor Dad, Robert Kiyosaki
  • Smart Couples Finish Rich, David Bach
  • Total Money Makeover, Dave Ramsey
  • The Millionaire Next Door, Thomas Stanley