Share your dreams

Please answer the following if this is your first time reaching out to us:

Do you have a specific topic you would like to talk about during the first meeting?

Do you have short, medium, and long-term goals in mind?

Have you constructed a financial plan in the past?

Pick your main goals. What categories do they fall under?

How confident do you feel about achieving all of your goals?

What accountability structures do you have in place for yourself?