Checklists for Clients
Advisor Evaluation Checklist
This checklist will assist you in your journey to find an advisor with the character, competence and chemistry that aligns with your specific needs.
Financial Planning Checklist
This list outlines the documents and forms to have with you during our first meeting. It will help you establish which items are of most importance to you and your specific needs.
Financial Road Map
This Financial Road Map will help you review your current situation and see your next steps.
Mortgage Application Checklist
This checklist outlines the common items needed when applying for a mortgage.