Broker Check

Preparation for Your Meeting

Please complete our questionaire before our meeting:

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Become Aquainted with Decipher!

Decipher is a collaboration tool that encourages smoother, faster, more relevant and personal communication between us. It helps identify what you want to achieve from our relationship so that together, we can more easily set you on a path designed to reach it.

With Decipher, you’ll discover your thinking style—how you process information—and uncover your top financial priorities. More important, it will help us identify a launching point for richer, more focused conversations about how to help you live the life you want.

You can take the Decipher assessment from any computer or tablet with a webcam. Just click on the link below to try it. Over the course of about 10 minutes, you’ll answer a few questions and watch a short video, after which we’ll each receive a report with your results. Like many clients, you may even be surprised by some of what the report reveals, which is why our discussion afterward can be so important.

We're excited to speak with you soon!