Engaging the services of a Financial Planner means you are taking a giant step toward securing your financial future. It is important that you review the documents linked below so that you are aware of your rights and responsibilities.
To get the most out of our first meeting, please complete the confidential client questionnaire to the best of your ability, and if necessary bring along any additional documents you feel are necessary to create a complete picture of your current financial situation. Don't stress if you don't know some of the information. Together we will review the completed form at our Get Acquainted meeting which should last about half an hour.
- Client Service Agreement | Please review our client service agreement. We will provide a personalized copy of this for you to sign at our get acquainted meeting if you agree that our services meet your needs.
- Confidential Questionnaire - In order to provide the highest quality of advice, we ask that you complete this questionnaire to the best of your ability and submit at least one week before our scheduled Get Acquainted meeting. Download the Confidential Questionnaire (Editable Word®Document; complete, print, and mail or email as an attachment)
Income Tax Preparation - Call or email to schedule an appointment. We prepare and e-file both federal and state income taxes as well as preparing local income tax returns and if you are eligible - the Pennsylvania Rent and Property Tax Rebate forms.