What to Expect at Your First Appointment

As mentioned in the video, this appointment will be to gather the data needed to assist you in taking the next step in developing Your Financial Freedom Plan.

The following is a brief list of information to know and items to bring to your appointment.



1. Balance, interest rate and monthly payment on Credit Cards, Consumer Debt, Auto Loans, School Loans and money owed to others that you would like to eliminate.

2. Mortgage: Interest Rate (fixed or variable and %). Term (30 years, 20, 15) Balance, Principal & Interest payment, Mortgage Insurance Amount (PMI – if applicable)

3. Cell phone Bill and number of lines.

4. Insurance Policies such as life, health, etc.

5. Amount of most recent tax refunds

6. Most recent statements for Savings and investment accounts.

7. Any additional information you would like to discuss.

We are honored to be a part of this journey with you and look forward to the testimonies to come!

In His service,

Pastor Gary Keesee and the Forward Financial Group Team