"Homework" Prior to second Meeting
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Take Risk Questionnaire
Click Here. One for each spouse is preferable.
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.
Compliance Documents
We are required by securities law to provide the following compliance documents: Forms ADV, Form CRS, Privacy Policy. Please review prior to our meeting.
Schedule Appointment with Justin
This can be done via contacting Mary Beth at 781.834.2010 or mary_beth@mcnamarafinancial.com