Get Started

The first step prior to an initial meeting or consultation is to provide your financial information and define your needs and goals by filling out the confidential Personal Financial Questionnaire.  Rest assured every bit of information provided is kept 100% confidential and is guarded similar to doctor/patient or attorney/client privilege and privacy standards.

If you don't have all the information at your fingertips, it can be gathered as we go along. Choose and print whichever questionnaire format you prefer:

Personal Financial Questionnaire 

If you would rather use our online form go here to enter your information here to streamline the process.

Secure online planning survey  

In advance of your meeting or consultation you may want to investigate the NAPFA Tips & Tools interactive reference center. I hope this “Members Only” information is helpful, and I look forward to working for you!

If you're ready to schedule our meeting  Start Here

Getting Started