Great job taking the first step toward financial peace! I look forward to helping you reach your goals. Please complete this form by 2 days prior to your checkup so I can be prepared with some recommendations. All your information is kept 100% confidential. Feel free to contact me with any questions at 860-880-0232 or [email protected]. If you are having trouble submitting the form please turn off ALL popup blockers. If you are still having trouble please save your progress and contact me directly.