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Prospective Clients

Client Centered

If you are interested in a meeting please fill out our contact form or call us at (248) 666-1844 to book an appointment. Once a date has been scheduled, you may prepare for your initial meeting by gathering the information listed on the Checklist for Financial Review and completing this questionnaire. Please write down any questions you may have in advance; we encourage you to bring these questions and writing materials for a comprehensive preliminary review. To aid in preparation, we created the Financial Planning Process, which allows you to gain prospective of the financial course transitioning from prospect to client.

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