"Homework" Prior to In-Person Meeting
Take Risk Questionnaire
Click Here. Please complete one for each spouse or significant other, if applicable.
Review Planning Homework
Click Here. Please drop support documentation into the Box.com folder that has been provided to you. If you don't have a custom Box.com folder yet, please call Mary Beth at 781-834-2010.
Review Fees & Agreement
Fee Schedule: Accounts for each member of a household are aggregated together for fee calculations.
Services Agreement: This can be initialed/signed in advance, or reviewed with me at our meeting. Whatever you are most comfortable with.
Review Compliance Documents
We are required by securities law to provide the following compliance documents: Forms ADV, Form CRS, Privacy Policy.
Schedule Next Appointment
Contact Mary Beth at 781.834.2010 or mary_beth@mcnamarafinancial.com