Confidential Forms / Your Role

Creating and developing a financial strategy is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor.


It’s important to:

• Get acquainted. Please contact me to arrange a meeting to review your situation and discuss how I can help you accomplish your objectives.
  
   
• Educate me. Don't expect me to be a mind reader. I may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information and by completing a Personal Financial Statement prior to your appointment. 
  
   
• Educate yourself. At the same time, you too should ask a lot of questions. Be inquisitive. Ask me for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.
  
   
• Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with the outcome.

Confidential Questionnaires:

Personal Financial Statement

How Much Life Insurance is Enough?