Documents required for your first meeting:
The Prospect Info Sheet and Budget Sheet are used to help us learn more about you and what your goals are so that we can prepare for your initial meeting. It is not necessary to give all the requested information, only what you feel comfortable with.
The Risk Tolerance Questionnaire is used to assess your risk tolerance and again help identify what your goals are.
This last document, our Letter of Engagement (aka Investment Policy Statement), is for your information only. Please be sure to read through this document as it clearly outlines our fees.
Contact us to book a free introductory meeting.