In advance of our initial meeting, FJY will ask you to think about your short and long-term goals, what you are looking for in an advisor(s), and what will make a successful advisor/client relationship.
Please see the Data Gathering Checklist as a guide of what documents we will ask to see during the discovery phase, or use the link to send your information via a secure portal.
Preparing for the Financial Planning Process
In advance of our initial meeting, FJY will ask you to think about your short and long-term goals, what you are looking for in an advisor(s), and what will make a successful advisor/client relationship.
Please see the Data Gathering Checklist as a guide of what documents we will ask to see during the discovery phase, or use the link to send your information via a secure portal.