A PERSONALIZED STRATEGY FOR FINANCIAL SECURITY.
If you're like many people, you're in the dark about your finances. You pay your bills each month and do your best to prepare for the future. But the truth is, there's only so much money to go around and preparing for the future can be overwhelming.
To get a better understanding of your financial situation and best be able to help, I would like you to fill out this financial needs assessment form. It should take no more than five minutes, and feel free to estimate / skip any questions you're not sure about or feel uncomfortable answering.
Thank you and looking forward to our meeting!