The Confidential Data Gathering Package™
At this next complimentary 1-hour meeting, you and our Senior Financial Planner will complete our unique Confidential Data Gathering Package™. We’ll create a comprehensive source of information about your assets, liabilities, goals and objectives. We’ll also include a risk analysis to assess your tolerance for investment risk, plus other risks you may knowingly or unknowingly expose yourself to. This document is key in the development of your tailor-made KAIZEN Financial Plan™.
