Evaluation Form

You know when you go to a medical doctor for the first time they do an evaluation, and ask a series of simple questions? Well, we are actually financial doctors (some of us are PhD) and we do a true evaluation of where you are so we have a better understanding how to get you to your destinations. Prior to your next session with us we ask you to invest. Invest time in yourself, to write down the things you currently have and the goals you wish to achieve. Therefore, when you meet with us we can evaluate how to get you to your goals faster.

Thank you in advance!