What to prepare for your first appointment:
Prior to your first appointment, please complete the following:
Download & Complete the Questionnaire below:
To complete by typed responses: you must download the PDF to your desktop and open it in Adobe Reader to fill out the form and save your typed info. Do not fill out the preview of the form in your browser – your typed responses won’t save.
Right click on the link and “save link as” or click on the link to view in your browser and then save to your desktop.
Open it in Adobe Acrobat or Reader and complete the form.
Save the PDF with your name.
To complete by hand: print a blank copy of the PDF and fill out. Bring to your initial meeting.
Gather the relevant documents listed at the end of the questionnaire, and anything else you feel is important to describing and understanding your finances.
Use Sharefile to securely upload PDFs of your supporting documents and your Questionnaire to your advisor. You should have received a unique ShareFile link from your advisor via email.
Print Copies of supporting documents and Questionnaire and bring to your initial meeting. You can also bring originals - we'll return them to you after the meeting.