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Tim Voorhees, JD, MBA
President, Family Office Services
| Office Phone: |
800-447-7090 |
| Facsimile: |
866-447-7090 |
| Email: |
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33. Contact Us
To move forward, the client simply needs to schedule a free discovery session. We stand ready to send out the engagement kits to qualified individuals. The Engagement Kit includes the following:
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Soft data fact finder (This is the same as the family retreat questionnaire.)
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Hard data fact finder (This comes in a long form, which is in the Engagement Kit, and a short form. We can email either the long form or short form. The Wealth Adviser can use either the long form or short form for the VPL and Financial Checkup.)
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Case Studies
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Bios of planning team members
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Engagement letter
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A brochure explaining the wealth planning process |
For more information about the above process, please call 800 447 7090.
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