The personal information questionnaire is designed to gather basic information in one place, which is usually very helpful both for you and for us. If you want to move forward with a conversation, please complete what you can (it’s not necessary to have everything) and then hit “submit” when you are done. Once we receive it, we will look it over and get a “big picture” look at your situation. This helps the initial conversation to be much more productive. We will then contact you to set an appointment.
There is no cost or obligation for these initial conversations. It is our intention to give you time and opportunity to ask questions you might have, talk about your future plans, and so forth. Then, if and when we are able to help you, we would discuss any costs associated with that help at that time.
Please note that when you click the link to start the questionnaire, it must be completed in one sitting. If you need to submit more than one document, please email the others to us at kelsey@myfaithinvestments.com
We look forward to starting a conversation with you!
