BEFORE WE MEET for our Initial Session,
you will be asked to fill-in a confidential data sheet mailed to you from our office. On it you will list all assets, liabilities,
income and expenses.
ITEMS of IMPORTANCE to bring to the session include tax-returns for 3 years, retirement and
broker statements, wills, trusts, life insurance policies, confidential data sheet and any other appropriate financial data.
AT THE MEETING we will listen as you express your concerns and hopes. We will review the documents brought with you
and with a clear understanding of your goals and financial condition, we will begin the analysis and detailed recommendations.
FOLLOWING THE INITIAL SESSION a letter summarizing the meeting and detailing the recommendations will be delivered
to you. In the letter you will be given instructions on how to implement the recommendations. As an option,
you may use the financial planning services offered by Langway Capital Management to assist in the implementation,however
you are under no obligation.
FEE. The fee for the consultation and Summary and Recommendation document
is
$
500.
