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Welcome
Please take a moment to review these questions. We look forward to meeting with you.
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Contact Information (1)
Name, Phone Number, Email Address, and Date of Birth
Contact Information (2)
Name, Phone Number, Email Address, and Date of Birth
Top 3 Financial Goals:
Top 3 Concerns / Worries:
Planned Retirement Date / Date of Retirement
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Primary Questions for Marc:
In order to advise you best, it is our approach to take a comprehensive look at your financial situation. This will be accomplished if you will bring complete sets of the following documents:
●  Investment statements (i.e. Brokerage, IRAs, Roths, 401k, 403b, 457, etc.)
●  List of debts including original debt balance, current balance, interest rate and term length
●  Recent Tax Return - all pages
●  Estate Documents (i.e. Will, Trust, Powers of Attorney)
●  Social Security Statements
●  List of Property including address, purchase price

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