Initial Financial Assessment
To get things started, we've partnered with a financial software provider that offers an initial financial assessement score. We stress the word "initial" because there will be follow-up and each situation is unique. The assessment is simply 14 financial questions. Based on your answers, the program calculates an initial financial score. The initial assessement gets the ball rolling with your Advisor. Kevin or Laura will then follow-up with you.
- Fill out the CONTACT US form on this website and include your email address.
- Kevin or Laura will respond and send you the link to create your account and password.
- Complete the questionnaire to the best of your ability.
- Schedule time with Kevin or Laura to review the initial assessment.
IT'S THAT EASY!