Before We Begin

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RAIA works best when you tell it a little about yourself.

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Start by telling RAIA:

• Your name

• A little about yourself

• What brought you here today

• What you hope to get from this conversation

• Any financial concerns, questions, or goals you have

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Don't worry if you don't have all the answers or forget to mention something. Just tell RAIA what you know.

RAIA will listen to what you share and then ask questions based on your situation. It will guide the conversation and let you know what information it needs along the way.

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There are no right or wrong answers. The more openly you share, the better RAIA can understand your situation.

When you're ready, introduce yourself and tell RAIA a little about what's on your mind.

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*This is a preliminary planning analysis and that the results can be reviewed with Adam.