The Financial Planning Process with Sharkey, Howes & Javer
You may have been referred to us by a friend or a professional advisor
or found us on the Internet either way, we want to hear from you. Once we have the
opportunity to get acquainted with you, usually over the phone, we will send you
a packet that will include information about us including our Confidential Client
Information Questionnaire. Our Client Questionnaire gathers information about your goals,
your family, your risk tolerance, your assets and your debts. The questionnaire
gives us insight about you and gives you the opportunity to put down some of your
goals, concerns and issues.
The other information that you will receive in our packet includes:
When you meet with one of our planners for your complimentary meeting, he or she
will discuss our philosophy, services and fees. The meeting is for us to get to
know each other and determine whether our firm can be of assistance to you.
If we decide that it makes sense to work together, we will provide you with the
Investment Advisory Agreement and a Financial Planning Agreement and then we will get started.
Locate Us / Contact Us
Most often, this complimentary initial consultation is held at our Denver office.