CHAPTER 4: GATHERING INFORMATION
§ 4.1 Introduction
§ 4.2 Initial Client Meeting
§ 4.3 Family Information
§ 4.4 Assets and Liabilities
§ 4.5 Other Advisors
§ 4.6 Prior Planning Documents
§ 4.7 Goals and Objectives
Appendix 4A: Data Gathering Form
Appendix 4B: Authorization Form