Broker Check

Preparing to Meet

Pre-Appointment Kit

Our 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 Expect

Menu of Services

Our Process

Help us get to know you better

Prior 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 Gather

Expenses Fact Finder

Providing 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.