We've updated our New Client Questionnaire! If you are a new Peak client, be sure to download that form and fill it everything which applies to your situation. And if you're a long time Peak client it wouldn't hurt to review it to make sure we have your latest info as well. It is important to come to your meetings prepared so we don't spend valuable face to face time looking up your latest values on various websites.
On that note, did you know that we can help you link all your financial accounts on planwithpeak.com so you can view everything on one screen? Imagine being able to check your net worth while sitting at a red light! We've been investing heavily in technology - are you taking advantage of it?