Contact

We’ll use this time to get to know each other. I’d like to learn what is important to you and what goals you are driving towards. I’ll share with you how I work with clients and answer any questions that may come up.

If you have questions while filling out the Financial Profile in the planning program, please use this meeting type to get on my calendar. Or, if you’d prefer, you can email me at davebartoski@formafinancialplanning.com.

This meeting is for an initial plan review after we’ve completed capturing all your financial information, goals, etc. During this meeting we will review your plan, make recommendations and necessary adjustments and answer any questions you may have.

This meeting is for existing clients to get service on an account. (For example: account opening, transfer, update beneficiary, move money, RMD’s, etc.)

This meeting is for existing clients to make updates to their financial plan, add new goals, or ask advice related questions. Please let me know the topics of advice you would like to cover. (Retirement, Investments, Education, Tax Strategies, Protection Planning, Estate Planning, Etc.)

Where to Find Us