Preparing for your first appointment
"Success is where preparation and opportunity meet." Bobby Unser
Before your appointment
Once your appointment has been booked, we will send you a short "Pre-Appointment Questionnaire" that will ask you about your:
Reasons for seeking advice
Finances (assets, liabilities, investments and cash flow)
Insurances that you may have in place
Children and dependants (if applicable)
Estate planning (Wills)
It also includes a checklist of documents for you to gather.
Getting this information to us prior to your appointment will give us time to review your information, and have a more targeted conversation during our appointment.
Your first appointment is the first step in building a trusting relationship, and is obligation free.
We suggest you allow 60 - 90 minutes for your first appointment.
To learn more about our life & financial planning process, click the button.