The Process
Your To Do’s List for the appropriate appointment:
How to prepare for your first appointment:
- Money Mind Assessment – requested to be taken ONE week prior to your appointment.
- Each prospective client attending the meeting will be required to take this assessment prior to the first appointment. This allows us to get an insight on how you THINK AND FEEL about money.
How to prepare for your second appointment:
- Our Client Care and Operations Specialist will call to obtain additional information.
Our Client Care and Operations Specialist will call to obtain additional information. Click here to see a preview of the information she will need.
- Finametrica Assessment (Markle Financial Risk Profile Questionnaire)
- Each prospective client attending the meeting will be required to take this assessment prior to the first appointment.
- Bring in all your financial documentations, such as:
- Quarterly statements for your current investments, 401K plans, bank account information, brokerage account, life insurance, long term care, tax return.
- Don’t stress over this. Call if you have questions! ??Financial Planning Inventory