Initial Discovery Questionnaire
We serve individual clients and families at all levels of income and net worth. Many of our clients have come to us with specific needs they have already identified. Others are looking for a full service comprehensive approach to financial planning. Our Initial Discovery Questionnaire is a short set of questions designed to provide us with enough background on you (family, employment, assets and liabilities, risk tolerance and time horizons) to tailor our initial discussion to your needs. This will allow for the most effective use of your time and ours. Click on the link below to submit your information.
(Submission of your data is encrypted and password protected)
If you decide to go forward with our financial planning services after our initial meeting, a more comprehensive data gathering exercise will be required.