Family Information
Details matter in your life and in your Wealth Strategy so let's get clear on where we are starting and where we are going.
Current Financial Picture
If we are clear about where you are today, we can bring a clear solution to the meeting so you can see exactly how your personalized strategy will be able to change the game of money for you, forever.
The questions below will give us an idea of both your current balances as well as what is and is not working in your current financial strategy.
NOTE: The numbers do not need to be exact or to the penny, just rough estimates will do. The fields are also totally optional if you would rather discuss these numbers on the call with us. The more specific you can be, the more specific solutions we can discuss on our strategy call.
Financial Strategy Assessment
These questions are meant to help you and us get away from the numbers for a second and really answer the question of "Is your current strategy working?