Pre-Meeting Form

As we move forward after your Introductory Call, please complete and submit your Pre-Meeting Questionnaire form, to move forward in scheduling your Discovery Meeting.

What documents are requested & helpful to make the most out of my Discovery Meeting?

Please prepare the following documents (that pertain to you):

  • Pre-Meeting Form (must be submitted before your meeting)
  • Tax Return (most recent copy)
  • A printout of your latest Social Security Statement (found online at
  • Investment Statements
  • Retirement Account Statements
  • Pension Statements

We have provided two options below to complete and submit your Pre-Meeting Questionnaire Form. You can fill out the form below and submit it online or you can download and print a blank form.

Pre-Meeting Online Form:
Complete and submit your form online by filling it out below.

*please note: The form will not save if you navigate away from this page.*

Step 1 of 6

Full Name(Required)
Spouse Name