Before Our Meeting

#1

If you have any information you would like to share with me relating to our meeting, please use the secure upload portal button below. I will be notified of your upload and will review before we talk.

#2

If you haven’t taken our Risk Tolerance Questionnaire recently, now would be a great time to do that. Our questionnaire does take about 8 minutes, but it is extremely helpful in making sure your investments are allocated correctly. When you finish, the results will be sent to us automatically.