Before your upcoming meeting, please complete the following:
1) Please fill out the Client Contact Form.
The Client Contact Form gathers general information that is vital for us to open accounts and manage your money within our systems. This form generally takes about 15 minutes to complete.
client contact formIf you need assistance, please contact Melinda at [email protected] or call 800-871-1219.
2) Please fill out the Financial Factfinder Form.
Our Factfinder Form is designed to provide us with a detailed understanding of your financial status. This survey allows you to link your existing financial accounts, including checking accounts, employer retirement accounts, credit cards, student loans, and much more, provided there is an online account with the institution. In addition, the survey includes a secure, encrypted Vault Storage where you can upload necessary documents before your appointment.
Before taking the survey, please review the pre-appointment checklist to ensure you have all the recommended documents.
If you don’t have everything, don’t worry; submit what you can. Our aim is to get a complete picture of your income and debt so we can help with anything that affects your life financially.
Factfinder SurveyIf you need assistance, please contact Melinda at [email protected] or call 800-871-1219.
3) Please review our specialties menu.
At Tuttle Wealth, we provide guidance and direction for the financial decisions that affect your life, helping you move forward with greater clarity and confidence. Our range of services and accounts is designed to provide a complete financial plan. As your financial life evolves, new questions or planning needs may come up. If there is an area you would like to explore further that you have not shared with us yet, we would be happy to help you determine whether it may be a good fit. Melinda at [email protected] or call 800-871-1219. We would be happy to provide you with more information via email or at your next visit.
Tuttle Wealth Specialties4) Schedule a visit.
If you have not already scheduled a visit with your advisor, please select a time that works for you.
appointment calendarIf you are unable to find a suitable time, please contact Faye at [email protected] or call 800-871-1219.
Note: During your meeting, you will review your risk tolerance. Please review the following general guidelines for that meeting.