TROY M. SMITH
CERTIFIED FINANCIAL PLANNERTM		 Independent Financial Planning Advice Since 1989
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NEW CLIENTS

Your Financial Planning Starts with a Preliminary Planning Meeting

Schedule a Consultation with Financial Planner Troy M. Smith


When Planning for Your Initial Meeting, Please Review the Following:

 

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

   questions Questions Worksheet - To assist in the developing of questions

   agenda Preliminary Planning Meeting Agenda - Agenda for our Meeting

   appointment Set-up Appointment - Use an online appointment scheduler to set up your first meeting
Gathering the above materials and sending them to the firm prior to your first meeting will help
Troy see a more accurate picture of your financial world, enabling him to provide the best
advice possible.
"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.
Copyright © 2009 Troy M. Smith, Certified Financial PlannerTM
Serving clients in Raleigh, Cary, Durham, Chapel Hill and other Triangle area cities.