Before building a strategy, we want to be sure to get to know you and your unique goals. Understanding your investing temperament, your current asset protection, and your taxes are a few examples of how we begin to build your strategy.
To help you efficiently start the process and ensure we add value to our first meeting together, we have developed a downloadable form for you to complete and submit: (*Note, this is best completed on a desktop computer; closely following the steps below)
- Download the Confidential Financial Profile form (click here).
- Save the form to your desktop. (the file must be saved to your local machine)
- Fill in the form to the best of your ability and save.
- Submit the completed Confidential Financial Profile form by clicking the “Send Confidential Financial Profile Securely” button below, follow the ShareFile setups to load the file from your desktop and process the submission.
Your form will be sent directly to Harris Financial Advisors via secure email. Your submission will be reviewed and you will be contacted by an advisor within 1 business day.