Meeting Prep
There is never any charge for our first meeting. We view this time as an opportunity for us to learn about each other. Ideally, we like to gather information prior to the meeting so that we are prepared to provide you with a thorough overview of how we could work together and any initial recommendations we may have. You are free to take the recommendations and implement them yourselves, or work with us to implement them.
Meeting Prep
The following information is not required, but will allow you to get the most out of our meeting time. The more information we have, the more we can cover in the free initial consultation. At a minimum, it is ideal if you take at least one of the risk profiles and provide us with statements of any accounts you would like to review. You can Email Us the Statements or fax them to 717-602-1016.
Risk Profiles
Please visit our page that reviews the risk profiles we use and why we use them.
We create personalized financial management websites for clients so that they can keep track of their finances and monitor their progress towards meeting their goals. You can use the link below to view the checklist. We can either set-up the website prior to the first meeting so that you can upload statements and enter information, or we can review it during the meeting. To have us set up the website prior to the meeting Contact Us.