Questionnaires

Questionnaires

After you have called one of our planners to discuss your unique situation, both we and you should have a better grasp on whether or not we would be a good fit for each other.  If we decide to proceed with a Get Acquainted Meeting, we ask that you complete the Confidential Overview Questionnaire below and return it to us within 24 hours prior to your meeting.  This is the only questionnaire that you will need to provide prior to the Get Acquainted Meeting.

 

At your Get Acquainted Meeting, it is our goal to equip you with the information needed to decide whether to proceed with our firm as a client.  If we agree that our firm can assist you with your needs, and you decide to engage our services, we ask that you please complete the questionnaires below and return them to our office.