Preparing to Meet Pre-Appointment KitOur first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.Get to Know Us - What to ExpectMenu of ServicesOur ProcessHelp us get to know you betterPrior to coming in for our introductory/evaluation meeting, you might find the following useful. We can take it as fast or slow as you'd like when identifying your dreams and goals and how to get there. The following are items you can review to get to know us better and to complete prior to our first meeting makings more efficient use of our time together. Items to GatherExpenses Fact FinderProviding as much information as possible aids in developing a more comprehensive analysis of your financial status!No worries! Please don't feel like you must have these items. This is not mandatory, just helpful and not absolutely necessary the first visit.