We appreciate your time and to make sure we have the most productive meeting possible, we have a little homework.
Prior to our introductory Zoom meeting, we ask that you first complete our interactive life goals fact finder and our interactive Riskalyze assessment.
This makes for a much more productive conversation and it lets us know you are serious about your finances. Please plan on spending 5-15 minutes zipping through the questions.
Please do not include any Crypto assets on this form to protect your confidentiality”
Note: Please note we do not ask for any sensitive information such as: SSN’s, Account numbers or passwords.
VIDEO ON WHAT THE INTERACTIVE FACT FINDER ENTAILS
To learn more about Riskalyze here are two video’s I made at my prior firm.
This is the extended video that shows why this tool is so important.