Tomorrow Name* Phone* Advisor* Select one option No preference Adam Cross William Haynes Dino Patelis Brad Braddock John Clement Patrick Kellogg Jason Koenig Time Select one option Morning Mid-day Afternoon 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