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 offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

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