If this is your first meeting, we'll send you a "factfinder", which is a questionairre that summarizes your current situation and begins to prioritize your goals. You may also be asked to complete a risk assesment questionairre.

For existing clients, prior to your review meeting, we will ask you to complete the Financial Checkup Questions found below. If you're a WealthVision user, you may also have to refresh your account values.