Preparing For Your Meeting

"He who fails to plan is planning to fail."

Sir Winston Churchill

 

 

 

Whether this will be your initial meeting with us or you have been a long time client, help us to be well prepared to assist you, by providing a bit of information. 

New Clients

If you are a new client or this is your first meeting with Koppeser Wealth Counsel, please complete the "Preparation For Your Meeting" questionnaire and submit the information, a few days prior to your meeting date.

By completing this form you will help to give us a basic understanding of your current situation and topics which may be of importance.

Existing Clients

As an existing highly valued client of Koppeser Wealth Counsel, please take a moment to complete the "Integrated Planning Checklist", prior to our next meeting. The checklist will help us keep track of our meetings together and what we plan to discuss.

Click here to learn more.

Each time we have the opportunity to meet with you or correspond, we strive to ensure that we are assisting you to the very best of our abilities. By completing this form it will help us to prepare and obtain information to help you to achieve your personal financial goals and objectives. Your peace of mind is our top priority.

Financial Forecast and/or Financial Plan

Please complete the questionnaire below in order to provide adequate details to create a Financial Forecast for a specified goal, objective or targeted expense (example: saving for child's education).

"Fact Finder Forecaster Assessment (Guided)", click here.

Please complete the questionnaire below in order to provide adequate details to create a more detailed and in depth Financial Plan: "Fact Finder Assessment Level 2 (Guided)", click here.