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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.

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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.

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Financial Road Map

This Financial Road Map will help you review your current situation identify the subsequent steps on your journey.

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Mortgage Application Checklist

This checklist outlines the common items needed when applying for a mortgage.

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