1)    Complete Caratel's Preliminary Financial Planning Questionnaire^©.

•  The completion and submission of this questionnaire is required prior to scheduling an initial consultation with Caratel.
  
  
•  It will take approximately 20 minutes to complete the questionnaire.
  
  
•  If you do not have the time and energy to complete the process now do not begin.  The results of partially completed forms cannot be saved.
  
  
•  Click on a button to the left to go back to another page or click below to begin completion of the questionnaire.

• I want to complete and submit the Preliminary Financial Planning Questionnaire now.

2)    Review NAPFA's Planner Interview Form.

•  Although provided for your information,  you can print out and bring this form with you for signing if you so desire