492 Texas Parkway
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. The following exercise helps us to evaluate your financial picture, highlighting how monies are being distributed and where inefficiencies may exist. Tending to this checklist with detail and accuracy will allow us to most effectively tailor our planning process to your financial needs and goals.
PERSONAL FINANCIAL SERVICES DOCUMENTS
BUSINESS FINANCIAL SERVICES DOCUMENTS