Learning About You and Your Values

We use a variety of methods and tools to help us learn about you and to help you discover your goals based on your most important values. Then we construct a plan to help you accomplish these goals and track your progress toward them. The first step of a planning process is to determine where you want to be headed. We call this first step "fact finding". We generally do this via a combination of written information and personal discussions with you. There are two aspects of this: (1) the black and white numbers etc. (2) your attitudes, preferences, comfort levels and priorities. A plan must take both into account to work successfully for you.

Here are a few of the tools you can look at to get a head start if you wish.

Pre-Appointment Questionaire Document List	FPA online format to gather information to meet with planner and list of documents you may wish to bring
Discover Workbook	Financial data Risk tolerance
Profile Kit	Financial data Priorities and Preferences Risk Questionnaire Goal Identification and categorization
Money Guide Pro Retirement	Retirement Plan fact finder
Cash-flow Worksheet	Income Sources Living expense requirements Discretionary cash-flow Excel required for use*
Risk Quiz and Presentation	Risk quiz and portfolio selection **
RWTA Risk Tolerance Survey	Survey Form Excel required for use*
Asset Allocation Planner	Learn your Investor Type**

* you may call or email for non interactive PDF version
Select SAVE vs. OPEN if you wish to retain your entries
You may fill out, save, then attach to email to us..
** Some pop-up blockers and anti virus programs may affect performance