"Homework" Prior to In-Person 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, click here.
Review/Sign Planning Agreement
Click Here. Please send this in advance, or bring to our appointment.
Schedule Appointment with Justin
Schedule Planning Meeting in Marshfield
Schedule Planning Meeting in Chelmsford (235 Billerica Road, Suite 4)
Or contact Mary Beth at 781.834.2010 or mary_beth@mcnamarafinancial.com