Consultation Information

There is no fee for your initial consultation. This gives you a chance to meet with us and decide if you want to go ahead with the financial planning relationship. To help make your first visit productive, we have listed the items below that are helpful to prepare in advance and bring with you to this meeting. The “Bring with you List” and “Current Cash Flow” are an important part of your financial plan and these sheets may help you organize your spending.

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Bring With You List
New Client Cash Flow Analysis

 

Advisory Services offered through Socha Financial Group, a Registered Investment Adviser.
Registration with the SEC does not imply any certain level of training or skill.

Socha Financial Group
181 E Second St
Corning, NY 14830
607-962-0605 phone |877-962-0605 toll free | 607-962-0933 fax