Completing this questionnaire will allow us to assess your situation and provide you with a specific quote for services appropriate for your financial needs. The quote will include the type of arrangement that we propose (Hourly Planning, Investment Management, or both), the deliverables if you retain our services, and detailed fee information.

If you have Microsoft Word, you can complete our Questionnaire (link below) and email it to us per the instructions on pages 1 & 2 of the document. You may fax supplemental documents to our fax number listed on page 2. Please indicate on the fax cover page that these documents accompany a questionnaire you have submitted.

If you do not have Microsoft Word, you can pull up the Questionnaire using Adobe Acrobat Reader (PDF below). Please print, complete, and mail or fax it to us per the instructions on the front page. If you do not have Adobe Acrobat Reader, a free copy is available to download at www.adobe.com/products/acrobat/readstep.html.

Questionnaire (MS Word format)

Questionnaire (Adobe PDF format)

All information received from you is kept confidential.