Broker Check

Get Started

An important part of planning is finding out just where you are today. To assist you, we would like to introduce our Getting Started process. We have designed this process to be:

Convenient - Complete it when and where you want

Safe - No confidential information will be stored or transmitted on the internet

We use this information to better understand your current situation and ultimately, in the development of your customized plan. Our initial consultation will typically last 60 minutes and carries no cost or obligation; your only commitment is time.

Step 1:

What to Bring List

PDF Format

Step 2:

Client Information Worksheet

PDF Format

Step 3:

Risk Tolerance Questionnaire

PDF Format

In order to save the information entered into the Client Financial Worksheet and Risk Tolerance Questionnaire, please follow the steps below:

  1. Select 'print'
  2. Select 'save as pdf'
  3. Name pdf and save file to a location of your choosing
  4. Provide completed items to your advisor or specified team member

Remember to provide the items on the What to Bring List, your completed Client Information Worksheet and Risk Tolerance Questionnaire.

We acknowledge the positive steps which you are taking towards your personal financial future and look forward to assisting you along the way.