We believe that the creation, implementation and maintenance of a sound financial plan is absolutely essential to asset you in maintain your lifestyle objectives over time. To begin the process we need you to consider the following points and then complete and return the below form to us prior to our meeting:
1. Your perspective:
By clearly resolving what you want as your lifestyle you are more likely to achieve it.
2. Your objectives:
By quantifying what is really important to you, you begin to direct your efforts.
3. Your resources:
By defining your existing resources you build on a solid foundation.
4. Your priorities:
By establishing your priorities you are equipped to make informed choices.