We are honored that you are giving our team the opportunity to meet with you to see if there is a fit for us to partner in your continued financial success and walk down the path of life with you.
In advance of our time together, please complete the following below and scan/email back to us for our review:
In addition to the documents above, please scan/email the most recent statements of your portfolios so that during our first meeting together we can discuss our approach pertaining to our overall fiscal picture.
To schedule time together, please contact our office with a few dates and times that accommodate your schedule.
Looking forward to connecting with you soon,
Kevin, Toni and Matt