Our data-gathering process may seem intensive, but only by knowing how you live, which includes your lifestyle, health, finances, family structure, values, and goals, can we form a financial life plan to help you achieve a great life today and in the future. Here you can download and complete the forms we will need to form “your best life”. For your initial meeting,  complete as much of the Life Planning Construction Zone and Risk Tolerance Questionnaire as possible. However, we are happy to get started with as much or as little information as you want to bring in to the first meeting.


INITIAL MEETING

Life Planning Construction ZoneStart here to gather information needed to begin the financial life planning process.
Risk Tolerance QuestionnaireWhat type of investor are you?

COMPLIANCE

Disclosure BrochureForm ADV Part 2A and Part 2B

QUARTERLY END PERFORMANCE

Yearly Review ScheduleYour Quarterly Meetings

CLIENT AGREEMENTS

Client Engagement StandardsHow we work with you.
Client Care AgreementClient Contract

YOUR HEART'S DESIRE

Goals WorksheetGoals - Finding the meaning of money and defining your goals.