Schedule A Call

Welcome from Kelly Adams, CFP® EA, RLP®

During our first discussion, here’s what you can expect:

We need to get to know you – In order to determine how we can best serve you.

We’ll be talking about your circumstances, your goals, and your concerns.

It’s important that we both know what you want out of our relationship.

You’ll share in the responsibility to make our relationship successful, so we’ll be asking for your input from the very beginning. Starting with completing and returning this form before we meet.

Kelly Adams

You’ll need to get to know us – so you can make sure we are the right planning partner for you.

We want to make sure that you understand what we do and how we work.

We want to make sure you know what we expect from you and what you can expect from us.

We will try to answer any questions you have about working with us, the costs involved, and what your experience with us would look like.

Since our initial discussion will be used to get to know one another, no substantial financial advice will be offered. There is no charge for this initial discussion (which should last around 60 minutes). To facilitate our conversation and make our time together as productive as possible, please take a few moments to provide us with information requested.

Your Financial Picture

Please note that Harbor Light Planning takes your privacy very seriously. The following form is encrypted with SSL and is used to facilitate our initial discussion. There is no specific account information requested at this time, just an overview of your current financial picture. Please review our Privacy Policy for details.

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Please provide some additional information so we know how best to prepare for our consultation:
Your Marital Status*
Please select your annual income range. If married/partnered, please enter total for both of you.
Include in your total cash reserves, retirement accounts, real estate and other investments.
Asset Types Owned*
Please select the types of assets you own. Check all that apply.
Include mortgages, auto loans, student loans, credit cards or other debts.
Current Liability Types*
Please select the types of liabilities you have. Check all that apply.
If there's any other questions or information that would be helpful for our call, please include here.
This field is for validation purposes and should be left unchanged.
Fee-Only Financial Planning
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