TROY M. SMITH
CERTIFIED FINANCIAL PLANNERTM		 Independent Financial Planning Advice Since 1989
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NEW CLIENTS
Your Financial Planning Starts with an Preliminary Planning Meeting

   - Financial Planning Checklist - Needed back in our office one week before meeting

   - Questions Worksheet - To assist in the developing of questions

   - Preliminary Planning Meeting Agenda - Agenda for our Meeting

   - Financial Planning Process Diagram - What to expect and the responsibilities of the parties

   - Set-up an Appointment

All documents above are in Adobe PDF format - email to request other document formats or hard copies via mail
"You can't control the wind, but you can adjust your sails to get to your destination."
     Securities and Advisory Services, including Financial Planning, offered through H. Beck, Inc., Member FINRA and SIPC.   |   Disclosures
Copyright © 2007 Troy M. Smith, Certified Financial PlannerTM