In preparation for our meeting on year-end planning and 2019 goal setting, please print, review and complete each of these accordingly.  This will serve as the starting point for our agenda.  When you have completed them, please scan and place inside the Shared Documents Folder inside the Vault within your Personal Financial Website, and email them to

Financial & Accounting Management


Risk Tolerance Questionnaires

Wills and Gifting

Savings and Transfers