Once you engage us as your financial planner, we gather information and documents necessary to have a clear picture of your financial condition including all assets, liabilities, tax returns, an annual budget, insurance coverage information. The more relevant information we have, the more accurate the final plan will be.
In addition, we will have you fill out a questionnaire to give us details that will help us understand your circumstances and your financial personality including your risk tolerance.
With the information you provide us,
we will construct a comprehensive financial 
plan that may include: