This Info To Review form is designed to gather any new or updated information so I can review it in advance and be fully prepared for our upcoming meeting. This helps ensure our time together is focused, efficient, and valuable.

Please be sure to use the links at the top or bottom of this page labeled “Schedule a Time to Meet” to book a review appointment on my calendar, either in person or via Zoom.

If you come across a question you are unsure about or prefer not to answer, feel free to enter “N/A” and continue.

If you have any questions while completing your Info To Review, feel free to call or text me at (785) 979-9796 or email me at pat.brown@creativeplanning.com.

All information shared is kept strictly private and confidential and will never be shared.