Meeting Preparation: Reflections, Motivations and Goals
Print this form out and jot your thoughts down. It can then be returned with your new client packet.

What would you like your investments to achieve?

Is is to take care of your family or to be more independent yourself?

 
 
 

When you think about your money, what concerns, needs or feelings come to mind?
 Are you more interested in accumulating assets or in what they can do for you?
 
 
 
How involved do you like to be in the investing process?
Is investing something you like to do, or have to do?