New Client Tool Kit

Click on any of the buttons below to access our new client tools. 

 

New Client Form

The new client form helps you prepare and organize your financial information to make the most effective use of our introductory meeting.  We use this information to establish the scope, structure, and cost of the initial financial planning engagement. 


First Appointment Checklist

To help you prepare for your initial consultation, please refer to the First Appointment Checklist.


Form W-8BEN

Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)