How Do I Start?

Welcome to the Viewpoint Assessment tool.

We have provided a third party viewpiont assessment tool that you can fill out online to determine how well prepared you are financially.  It never hurts to have a second opinion.

We would like to invite you to a complimentary consultation over a cup of coffee for a second opinion on the overview of your financial development and estate organization.

Financial Viewpoint Assessment

If you are a business owner or entreprenuer, we have a business assessment tool for you to use as an overview of the issues you encounter as a business owner, manager, employer and individual ... from your point of view.

Business Viewpoint Assessment


Are you prepared for Retirement? Check out our Retirement Assessment Tool below!

Retirement Assessment


Are we the right fit for you? Please check out "The Questions You Should Ask a Financial Advisor".

Questions You Should Ask A Financial Advisor


Are you changing jobs? Check out our checklist to help with your transition.

Job Change Checklist


Other Forms to get you started:

Client Confidential Profile

Risk Tolerance Questionnaire


Schedule your free consulation now by calling us at 303-456-1913 or email