Download the Checklist
Prepare for your first meeting with us by filling out this checklist. It will speed things along by making sure you have all the details we need to get started.
Instructions:
Click the button to download the checklist.
Complete the checklist by filling it out on the computer/iPad or printing it and using a pen.
Email the completed checklist* to us so Kirk and Terri will be ready for you.
*If you fill out the checklist on the computer, be sure to save it before emailing it to us. Otherwise, the form will not save your inputs and will come to us blank.
*If you print the checklist to fill it out with a pen but do not have a way to scan it to your computer to email it to us, you can bring it with you to your first meeting.