Interested in getting started with Stoeckler Financial’s comprehensive, fee-only financial life planning services?
- Prospective clients may contact us by phone at (262) 797-8188 or email us at email@example.com – or visit the Contact Us page and submit an online request.
- Download, review and complete the following forms, and bring them with you to your first meeting at Stoeckler Financial:
Before we begin, we need to learn more about your financial objectives and what is most important to you. Our Personal Wealth Visioning Exercise was designed for you to more clearly articulate this vision. Take a moment to download, print and complete our Personal Wealth Visioning Exercise. If you are a couple, both should complete it separately, and independent of each other. This should be brought to our initial (Discovery) meeting. If you do not have the ability to download or print this form, please take time to review it and we will complete it during our Discovery meeting.
We have developed a meeting agenda for our Financial Life Planning 5-Step Process. This will also serve to keep us on track and make the most effective use of your time. Please take a moment to review it ahead of our Discovery meeting.