This Preliminary Profile is designed to help you take inventory and assign realistic values to your personal assets and liabilities. It is the essential first step in organizing your financial future. Our mission is to help you work towards your financial goals. The information you provide in this questionnaire will assist us in making suitable recommendations for your particular situation.
- If your appointment is scheduled please complete this profile at least 2 business days prior to your appointment in order for our team to properly prepare for your meeting.
- If you have not yet scheduled an appointment, someone from our office will contact you, upon receipt of your profile, to review your information and schedule a convenient appointment time, if needed. We offer appointments from 9 am – 5 pm, M – F. Please indicate your appointment preference at the end of the profile.
Paper Profile – When complete email to firstname.lastname@example.org or call 937-390-1800 x 133.