Sweep Client Profile
Download and complete a Sweep Strategies Client Profile (SCP) form via the links below. This form will be used to evaluate your current financials during your 1:1 consultation.
Should you require additional space for your information, please download the extended version by clicking the second link.
If you have any questions, feel free to contact our office and a team member will be happy to assist you!
Attend one of our free no obligation Intro Presentations either locally in Hawaii, or via an online webinar so you can further understand how to obtain financial peace of mind.