PREPARING FOR YOUR FREE When you speak with us, it is to your advantage to be well prepared and knowledgeable. Also, please make sure you give the us FULL AND COMPLETE information concerning your finances. We can only give you proper advice and help if we have all the facts. Do not be embarrassed. There is nothing to be ashamed of. We are here to help you, but we need all of your information to do so. Following these tips will give you the most benefit from meeting with us, at the minimum cost. To help you prepare for your meeting we suggest the following: Fill in this form so that you have all relevant financial information available for your meeting with us, then:
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