Broker Check

Your Strategy Session Agenda & Checklist

We look forward to meeting with you! To ensure that your appointment is both timely and effective we have created an agenda to guide our conversation. The items listed are a general outline of what will be discussed. If you have any additional items you would like to go over, please bring them with you. We have also created a checklist of relevant items to ensure that we can fully coordinate your financial plan.

If you click the link below you will find your agenda and checklist for your upcoming meeting.