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Issues to Consider as a New Client

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As a new client, you may have lots of questions, so will we. In this checklist, we focus on important questions to ask and answer to identify possible planning opportunities with your advisor, and help build a well-rounded financial plan. Some examples include the following:


  • Future (or recent) life events
  • Family structure and impact of previous marriages
  • Saving or distribution strategies
  • Cash levels that exceed FDIC limits
  • Debt to income ratios for future lending purposes
  • Future inheritances or expenses related to caring for a loved one

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