Getting 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 

 

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.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Coda Financial Group and NPC are separate and unrelated companies.

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