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 www.SSA.gov)
- 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.*