First Meeting Financial Organizer

The purpose of this form is to help us better understand your needs. This form is designed to make your meeting with Bucholtz Consulting as productive as possible by gathering basic information before we meet.

Please complete the online First Meeting Organizer below and submit at least 24 hours before your first meeting.

Please bring the following financial information to your first meeting.

  • Recent tax return
  • Recent investment statements
  • Pension or retirement plan information

If you prefer to complete a hardcopy version of the First Meeting Organizer please CLICK HERE, print, complete and return to our office 24 hours before your first meeting.

       Fax:     (440) 944-8080
       Mail:    Bucholtz Consulting, 2786 Som Center Rd., #102, Willoughby Hills, OH 44094

If you have any questions as you work through these materials, please contact us at (440) 944-7070 or (800) 944-3134. Bucholtz Consulting maintains strict confidentiality. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

Meeting Financial Organizer


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