Monday Name* Phone* Time Preference (optional) Select one option 9am – 11am 11am – 1pm 1pm – 3pm 3pm – 5pm Advisor Preference (optional) Select one option No preference Adam Cross William Haynes Dino Patelis Brad Braddock John Clement Patrick Kellogg Jason Koenig Financial Planning Checklist (optional) I have a budget & live within my means I have an emergency fund OR employer match I am debt free outside of my mortgage I have retirement & other financial goals I know the difference between a Roth, 401k & 529 My investments are diversified I know my risk tolerance (i.e. conservative, balanced) I have enough to retire comfortably I have a back up plan to adjust my budget (if needed) My spouse & children could answer the same I value a professional opinion or someone helping me SUBMIT Δ