Step 2: The Confidential Data Gathering Package™
At this next complimentary 1-hour meeting, you and our Senior Financial Planner will work together to complete our unique Confidential Data Gathering Package™. The result is a comprehensive source of information including your assets, liabilities, goals and objectives. Also included is a risk analysis encompassing your tolerance for investment risk, plus other risks to which you may knowingly or unknowingly be exposed. This document is key in the development of your tailor-made KAIZEN Financial Plan™.