A Strategic Financial Consultation is a holistic review of your wealth creation goals, taking into account issues around tax, asset protection, estate planning, finance and structures, to assist you in meeting your objectives.

1. Fill out the form completely and honestly. Your responses will help us provide the most relevant and beneficial assessment and recommendations. For fields that do not apply to you, please explicitly indicate this by entering "N/A" or "0" to ensure accurate and comprehensive information.

2. Include any documents or notes that can help us better understand your finances and goals. This could include tax returns, investment statements, or any other pertinent information.

3. All information will be treated with utmost confidentiality. Your privacy is our priority, and we adhere to strict confidentiality standards.