Please take a few minutes to complete this form and return it to us prior to our first meeting. Providing us with some preliminary information about your personal and financial concerns and current situation will help us make the best use of our time together. We want to focus on your questions and determine the best way for us to work together. We appreciate that sharing personal and financial information in advance of our meeting may seem demanding on our part; however, having this information prior to our first meeting saves time and allows us to prepare to meet with you. Thank you for your interest and commitment to your financial future.