Request for Appointment

Most of what we need to accomplish together can be done easily over the phone and electronically. Please use the "Client Profile" link above to complete your Confidential Client Profile. Appointments can generally be made within one to two weeks depending upon your availability.

Please contact us via EMAIL or call us at 804.441.1839.

Documents to have handy:

⋄ Investment accounts: Current statements showing values/positions (equities, fixed income, annuities)

⋄ Bank accounts

⋄ A list of other assets: Homes, personal property, rental property, collectibles, etc.

⋄ Insurance(Life, disability, long-term care): Premium payments and coverage information

⋄ A list of your liabilities and their payment schedules: Debts, mortgages, loans, etc.

⋄ Social Security information: Statements with an estimate of earnings at retirement

⋄ Current contributions: 401k, IRAs, savings accounts, etc.

⋄ All sources of income: Salaries, pension plans, annuities, trust funds, rental income, etc.

⋄ Most recent tax return

Brenda A. Morris, CFP® is an Investment Advisory Representative with First Affirmative Financial Network, LLC ,
an independent Registered Investment Advisor registered with the Securities and Exchange Commission (SEC) File #801-56587.
Brenda is also CEO of Quinoa Financial Consulting, LLC. Quinoa Financial Consulting, LLC is not a Registered Investment Advisor.
First Affirmative Financial Network, LLC is not affiliated with Quinoa Financial Consulting, LLC.

Contact us via EMAIL or call us at 804.441.1839