Your Introductory Appointment

What should I bring to my introductory appointment?
Below, you’ll find links to our Fact Finding Questionnaire, which helps us form a picture of your current financial situation; directions and a map to PFPG; and Form ADV, a regulatory disclosure document. Please call 207-771-8821 if you have any difficulties opening the links below.

• Fact Finding Questionnaire (PDF Document)
• Fact Finding Questionnaire (Word Fill-in Form)
• Documents & Directions for Introductory Appointment (PDF Document)
• ADV Part I (Regulatory Disclosure)
• ADV Part II, Schedules A - F (Regulatory Disclosure)