Informative Interview


Here, you will find all the questionnaires and forms you will be required to complete throughout this process.



You are able to view these documents via link that was provided to you.  You should not share your link with anyone.

Employment Discrimination Forms and Links

Available for Download

You can download the necessary forms here and submit to me by uploading them to the client portal or emailing them to me. 

If you prefer, you can also complete the forms online.

Employment Discrimination Questionnaire (Online)

You can complete and submit your Employment Discrimination Questionnaire completely online and submit it without having to download any forms.

Employment Discrimination Questionnaire (PDF)

You must complete and submit this form at least three days prior to our Strategy Planning Session.

EEOC Welcome Packet

This is your File description. Concisely describe the content of your file and make sure to highlight your contact details for further questions and remarks.


Life and Legacy Planning Forms

Available for Download

Family Wealth Inventory and Assessment

(Word Doc)

This is a required document that you must complete prior to attending your scheduled Family Wealth Educational and Planning Session.  You must submit it at least 3 days prior to your session.