What to bring to your appointment

Gathering the documents listed in the checklist and completing the worksheets detailed below will help ensure that your meeting with Wes is as productive and meaningful as possible.  Please click on each link below to open the forms.

1) Documents Checklist- This document lists the important items/documents/statements that we'd like you to gather up in preparation for your meeting. Everything will be returned and kept confidential.

2) Cash Flow Worksheet (Excel) - Please complete this worksheet as accurately as possible.  A PDF version is also available here.

3)  Assets & Liabilties Worksheet (Excel) - Please complete this worksheet as accurately as possible.  A PDF version is also available here.

4) Risk Assessment Questionnaire - Please answer as honestly as you can, and select only one answer per question.  If there are two of you completing the questionnaire, fill out one for each of you.

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