Broker Check

Prospective Client Information

Client Centered

If our vision, mission statement, and ideal client profile align with what you are looking for in a Wealth Management Team, we offer an initial complementary consultation and would love to meet you. During our first meeting we will discuss your overall goals and financial objectives. We will then create a plan that best fits your vision for your future. This meeting should last about one hour.


Do you know what your risk tolerance is? Answer a few questions to learn your risk style and it will help us provide suggestions that may better match your risk appetite.

Seven Areas of Financial Planning

One of the important aspects of our work together is based on education. The link above will outline the seven areas of financial planning. We start with a common understanding of what financial planning is and how it works. From there we gather information, followed by learning your personal vision and goals. This is an important aspect of creating a plan that is developed specifically for you.

An Ideal Client - Is This You?

Our ideal client has a similar philosophy as the Anchor Wealth Management Group, LLC. This list shows what we encourage of our clients.

Financial Checklist

This checklist gives us a good start to understanding where you are today. Rest assure that everything you choose to share with us will be held in strict confidence. 

To help maximize our time together please bring copies of documents requested on the checklist.

Confidential Profile

The profile shares with us who you are and what you would like to accomplish. Please bring any documents you have collected along with the confidential profile to your coming appointment.