Appointment Preperation
Appointment Preparation
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.
While the appointment preparation documents below are not required, we do encourage our clients to use them along with including any personal questions or concerns. These items will only help us enhance your client experience.
What To Bring With You
Documents Requested for Initial Appointment
Fact Finder
Income and Expenses Projection
Notification of Life Event Change
Please contact our office for assistance with any of these forms.
Getting Started
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 Portfolio Risk Analysis below. This will assist our office during the suitability review process as needed to make the appropriate investment recommendations on your behalf.
Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. Riskalyze Inc. is a member of LPL’s vendor affinity program and is in no way affiliated with LPL.
For general inquiries, please complete one of the contact forms that can be found at the bottom of each page of our site.
We look forward to working with you!