Create an investment plan to achieve your goals
Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there. Matt Adams, CFP®, CLU, ChFC
| Partner & CERTIFIED FINANCIAL PLANNER
P: 541-434-7320 | www.jrcpa.com | madams@jrcpa.com
To start your investment plan, we just need to know a couple things about you: