Downloads

Useful Tools & Documents

Client Relationship Experience

The foundation of a great relationship starts with clear communication about process & expectations. This document illustrates how we choose between two paths: (1) meeting current needs (with specific products), or (2) understanding current & projected needs (holistically in the context of a written financial plan). Both paths lead to an agreed level of ongoing service.

Document Checklist

This document provides a checklist of documents to bring to your first appointment.

Financial Planning Questionnaire

This document covers the full spectrum of objective & subjective criteria needed to embark upon a financial plan. It’s not as important to complete the relevant sections in advance of our first meeting (although this is indeed helpful) as it is to know that the questionnaire covers the relevant areas of focus over the course of our work together.

Watch a short video outlining our Financial Planning process.