Prospective New Conversation

Prepare for Our Initial Conversation

Welcome! We look forward to connecting with you.

Please submit the following 48 hours prior to our meeting to ensure effective and efficient session.  

NOTE: We are required by law to safeguard your private information. All information you securely submit to us will be kept confidential. 

1. To make our first meeting super-productive, complete Prospective Client Questionnaire (it will take 5-10 min)

2. Please securely upload to us copies of your Federal & State Income Tax Returns for the past 2 years. Also, if you have ownership in a business entity, please upload the business entity’s Federal and All States Tax Returns as well.

3. Schedule a Discovery Call or an In-Person Meeting. 

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