Meeting Preparation

In order to get a clear picture of your current financial situation, we ask that you use our three documents below.

Please download our AHFG Planning Checklist, HERE, for what files to gather and bring to our meeting

Please download our AHFG Information Questionnaire, HERE, fill it in full and either bring it with you and/or return to us electronically.

Please download our AHFG Budget, HERE, fill it in and either bring it with you and/or return to us electronically.