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First Meeting Organizer

Are you ready for your first meeting with us?

If you haven't met with us already, please complete the First Meeting Organizer at the bottom of this page at least one day prior to your first meeting to allow us time to review it.

The purpose of the organizer is to help us better understand your needs and make your meeting with Bucholtz & Germo more productive by gathering basic information before we meet.

If you prefer to complete the First Meeting Organizer by hand, CLICK HERE, print, and follow the instructions on the printed copy.

Please plan to bring the following financial information to your initial meeting:


Recent tax return icon

Recent tax return

Recent investment statements icon

Recent investment statements

Pension or retirement plan information icon

Pension or retirement plan information


We will follow up with you shortly after we receive your request to schedule your first complimentary meeting. Please contact our office at 440.944.7070 or 800.944.3134 if you have any questions as you work through the First Meeting Organizer.

Bucholtz & Germo maintains strict confidentiality. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

First Meeting Organizer
Information About You

Do you have children?


Are you currently employed?


Is your spouse currently employed?
What is your approximate annual income from all sources?

Your Income:
Spouse's Income:
Do you currently work with a Certified Financial Planner® Practitioner?
Do you have a will?
Do you have a trust?
Do you use an accountant to prepare your taxes?
Have you had a tax planning appointment in the past year?
Have you written out your long term financial goals?
What is the approximate value of all your CD’s, savings, and checking accounts?
What is the approximate value of all your retirement plans and IRA’s? (401k, etc)
Do you expect to receive any pension benefits?


Additional Information
(skip if not applicable)

Do you hold any notes payable? (Money owed to you)
What is the approximate market value of your home?
Do you have a mortgage on your home?
Do you have an ownership interest in a business?
Do you own any other real estate?
Do you have any life insurance?
Has your life insurance been reviewed in the last five years?
Do you have disability insurance?
Thank you for your submission! There was a problem with the form submission. Please try again.

Begin your journey to confidence.

Making smart financial decisions can be difficult. Getting sound guidance doesn’t need to be. Learn more about Bucholtz & Germo by taking advantage of our complimentary first meeting.


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