Resources

When you decide that the time is now to schedule an interview with our firm, simply give us a call to schedule your appointment. We view the initial consultation as an opportunity for us to become acquainted.

  1. We would like to spend 10-15 minutes speaking about who we are, what we do, and how we do it.
  2. The bulk of the time spent together should be spent on YOU!  Please allow us an opportunity to learn about YOUR specific situation – YOUR Family, YOUR Occupation, YOUR Recreation (what are YOU passionate about?), and finally about YOUR Money.

At your discretion, you may prepare for your interview by using these forms as a reference for collecting any relevant information.  These forms may be filled and printed – then you can bring them along to your appointment.

IN AN EFFORT TO PRESERVE YOUR CONFIDENTIALITY AND THE SECURITY OF YOUR PERSONAL INFORMATION, PLEASE DO NOT EMAIL THESE FORMS.

pdf-icon Estate Inventory Form/Checklist for Initial Visit

pdf-icon Snapshot of Your Present Budget