Prospective Clients

If you are interested in a meeting please call us at (248) 666-1844 to book an appointment. Once a date has been scheduled, you may prepare for your initial meeting by completing the Personal Questionnaire form and gathering the information listed on the Checklist for Financial Review. Please write down any questions you may have in advance; we encourage you to bring these questions, writing materials and your completed aforementioned prospect forms for a comprehensive preliminary review. To aid in preparation, we created the Financial Planning Process, which allows you to gain prospective of the financial course transitioning from prospect to client. 

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