How to prepare for your first planning meeting

We know life is busy and taking time out of your schedule can be a challenge. We want to make the most of our time together. Gathering documents and login information for your online accounts goes a long way towards making us more efficient during our meeting. 

Click here to download a list of items to gather.

Click here to complete your profile worksheet.

The completed profile and collected items can be emailed to Mackenzie@VictoryFinancialPlanning.com or faxed to (503) 893-3058.

Don't worry if you can't find everything or if some items don't apply to you. Just gather what seems relevant to our meeting.