Thank you for your interest in Raskin Planning Group. Please review the descriptions of the RPG Advantage™ and how this process can help you meet your financial objectives. In order to continue to provide excellent service to existing clients, Raskin Planning Group selectively limits the number of new clients it retains each year. We want to make sure our service model is appropriate and we meet your initial and on-going expectations.

After learning more about Raskin Planning Group, you may choose to request a consultation. Please call or email our firm to schedule a meeting. We ask that you take 10-15 minutes to complete two brief questionnaires in advance of our first meeting:

• Initial Consultation Questionnaire is a snapshot of your financial status.
  
• RPG Advantage™ Profile helps us determine what your general planning and investment needs may be.

If we decide to work together, we will ask that you begin gathering specific data to help us build your Comprehensive Wealth Plan. Below are documents that will help you gather the necessary data:

• Document Checklist
  
• Income Expense Data Sheet

Your next meeting with the Raskin Planning Group will be a detailed "Discovery" meeting, where we will get a better understanding of your financial goals and objectives. We will review your assets, liabilities, insurance, cash flow needs, risk tolerance and estate planning objectives.

These are the first important steps you will need to take to begin the process that leads you to financial independence and peace of mind.

Below is an additional document that you might find of interest:

• Personal Financial Planning Contract