Client Resources

Resources to help you make great decisions about your personal finances

How We Work Together

Your Preferences

I have a simple, straight-forward philosophy toward providing you the service you desire…just tell me how you want to work together and that’s what we’ll do.  With that in mind, please take a moment to complete the Client Preferences questionnaire below.  Once you've worked through the form just click the "email" button at the end and you'll be able to send me a completed form by email.

CLICK HERE for the Client Preferences Questionnaire

What Keeps You up at night?

Download this form when you need to get answers to the financial questions that count.

CLICK HERE for Answering Your Financial Questions

Financial Planning and/or Analysis for Clients

Finding out where you are, where you want to get to and developing tailored strategies to try to get there is likely the most valuable service I can provide to you. If you have questions, I want to be a resource to help you get answers specific to your unique situation.  If you have investment or insurance products with me, including Advisory accounts, I will provide complimentary financial planning services to you.  Contact me with the form below, send me an email or pick up the phone and call to discuss your needs, wants and goals and let's work together to develop strategies to work toward your financial well-being.

Click Here to schedule an appointment on my calendar

Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.  Thoughtful client relationships are based in good communication so please be sure to contact me directly with any questions or concerns as soon as they arise. 

Contact Jay Ennis, RICP

Thank you!