Preparing for your Appointment
Whether you are a new or established client the following appointment preparation toolkit is designed to maximize our ability to provide comprehensive service with respect to your time.
Appointment preparation best practices include provision of the following appointment preparation documents and data along with a listing of your personal questions and concerns. This information is encouraged in order to improve upon our suitability recommendations and your client experience but is not required.
Appointment Prep & Registration
Working with Phillips Financial
This section is reserved for entities, individuals and families who have elected to work with Phillips Financial for their wealth management and financial planning needs.
Please complete the Getting Started with Phillips Financial contact data and Portfolio Risk Analysis below.
Completion of our Getting Started with Phillips Financial contact data form will result in the establishment of your customer contact file and your Personal Wealth Management Website with Phillips Financial upon confirmation of eligibility.
Completion of Your Portfolio Risk Analysis will assist our office during the suitability review process as needed to make prudent investment recommendations on your behalf.
We respectfully request general inquiries be directed through the completion of our Service Inquiry or Contact Us web form.
Thank you for your understanding.