The better we understand YOU, the better we can serve YOU.
To help us understand who you are and what you want to accomplish – personally, professionally and financially, we schedule an initial no-cost meeting after reviewing your prior financial and tax history. Also before the meeting, we request that you complete our Goals Questionnaire. Here are some sample questions:
• Why did your start your own business?
• Has it worked out the way you thought it would?
• What plans do you have to achieve your goals?
• What personal objectives do you want to accomplish before retiring (college funding, payoff home, second home, awesome vacation, etc.)?
• When do you want to retire?
• What would achieving your goals mean to you?