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SCHEDULE A CHAT.

Let's Talk About You and Your Goals.

Prior to setting a complimentary introductory conversation, we ask that you complete the questions below. They help you identify goals and help us put together an accurate proposal for you. Once we receive these we will reach out with scheduling options.

Contact Information.

Title.

First Name.

MI.

Last Name.

Address

Primary Email.

Phone Number.

Date of Birth.

Relationship Status.

Single.

Married.

Divorced.

Widowed.

Do you have any children?

Yes, they are grown.

Yes, at least one is a minor.

No.

How did you hear about us?

Spouse/Significant Other Information.

If applicable, please fill out the information below.

Title.

First Name.

MI.

Last Name.

Primary Email.

Cell Phone Number.

Date of Birth.

Services Provided.

Investment Management.

Asset Allocation.
Risk Tolerance Questionnaire.
Stocks, Bonds, MF, ETFs, Alternative Investments.

Individual.

Corporate.

Comprehensive Finacial Planning.

Investments.
Estate Planning.
Retirement Planning.
Charitable Giving Strategies.
Tax Planning.
Pension/SS Strategies.
Monte Carlo Simulation.
“What-If” Planning and Stress Testing.

Business Growth/Exit.

Transitioning.
Corporate Retirement.
Key Employee. Retention.
Catastrophic Planning.
Buy/Sell Strategies.

Financial Information.

Investable Net Worth.

$250,000 to $500,000.

$500,000 to $1 Million.

$1 Million to $5 Million.

$5 Million to $10 Million.

$10 Million+

Annual Income Range.

$100,000 to $250,000.

$250,000 to $500,000.

$500,000 to $1 Million.

$1 Million+

Next Step.

When to Meet?

Two Weeks.

Next Month.

Next Quarter.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Keating Financial Advisory Services, Inc. and Raymond James Financial Services Advisors, Inc. Keating & Associates, Inc. and Keating Financial Advisory Services, Inc. are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional

The Weddle Team.

(785) 537-0366

1011 Poyntz Ave
Manhattan, KS 66502

Fiduciary Statement.

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Consulting and Financial Planning Services offered through Keating Financial Advisory Services, Inc. Keating & Associates, Keating Financial Advisory Services, Inc., and The Weddle Team are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services are offered through Keating Financial Advisory Services, Inc. and Raymond James Financial Services Advisors, Inc. Securities are offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. You should discuss any tax or legal matters with the appropriate professional.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Raymond James Privacy Notice.

Please click the links for the Privacy Notice and Form CRS for Keating Financial Advisory Services, Inc.