Begin Your Financial Planning Discovery
Thank you for your interest in connecting with Christine M. Parker, CFP®, founder of Parker Financial, LLC.
Financial planning begins with understanding what matters most to you—your goals, your responsibilities, and the life you want to build for yourself and your family. Prior to our discovery meeting, I invite you to complete a brief planning exercise to provide an overview of your current financial situation and the priorities that matter to you.
This short questionnaire allows you to share key information about your income, savings, investments, and long-term objectives. It helps ensure that our initial meeting is thoughtful, focused, and meaningful.
After completing the questionnaire, you may request a discovery conversation to discuss your goals and explore whether my comprehensive financial planning and wealth management services would be a good fit for your needs.
Parker Financial, LLC
9300 Endowment Place | La Plata, MD 20646
301-751-7553, cparker@pfadvisers.com, www.pfadvisers.com
Maryland-Registered Investment Adviser
This message is meant for educational and informational purposes only and should not be considered legal, tax, or personalized financial advice. Please consult your professional advisers before making any financial decisions.
© 2026 Parker Financial, LLC. All Rights Reserved.
To start your investment plan, we just need to know a couple things about you:
