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Wm. Lanier Thomas,
| Office: |
(800) 906-9630 or (559) 449-9600 |
| Fax: |
(559) 449-4299 |
| 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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| 3. |
Case Studies
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| 4. |
Bios of planning team members
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| 5. |
Engagement letter
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| 6. |
A brochure explaining the wealth planning process |
For more information about the above process, please call (800) 906-9630 or (559) 449-9600.
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