Michele Clark
Clark Hourly Financial Planning - Chesterfield, MO Advisor
1415 Elbridge Payne Road, Suite 255
Chesterfield, MO 63017 USA
Work 636.264.0732
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What to Bring

Thoughts/Questions on your situation
Investment Statements
Retirement Statements
Deferred Compensation Statements
Stock Option/RSU Statements
Annuity Statements
Pension estimate information
Social Security Benefit Statements

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It's on your To-Do. Let's get it To-Done.

Chesterfield, Missouri's Fee Only Financial Planning Services W e offer a free Get Acquainted Meeting. The objective of the meeting is to fully identify your needs. Our goal is to learn enough about you, your priorities and your current financial situation to determine what kind of solutions you might need. Before you leave the meeting, you will understand our process and receive an estimate for our services. And very likely leave with a real sense of trust.

Are you ready for our free Get Acquainted Meeting? There are three simple steps.

Step 1: Contact us about setting an appointment.
To meet with Michele send an e-mail to Appointments@ClarkHourlyFinancialPlanning.com or call 636-264-0732.

Step 2: Submit a completed Confidential Questionnaire.
Use the secure online Confidential Questionnaire form link below to fill out and submit a completed Confidential Questionnaire to us. You are able to save your form and return to it later if needed.

Confidential Questionnaire

Step 3: Bring your most recent Investment Statements to the meeting.
If you have retirement accounts, deferred compensation, stock options, or any other type of investment accounts, please bring those statements as well.

Driving Directions

Are you curious what a plan might cost? Just give our Fees page a visit. During our meeting the estimate for our services is written on a Client Agreement. Should you decide to engage our services, you will sign the Client Agreement given to you at the Get Acquainted Meeting and submit a deposit check. We will provide you with a postage-paid envelope.

Forms


Electronic File Sharing

Driving Directions

Client Agreement

ADV Part 2

Privacy Policy

Code of Ethics

Disclosures

Free Adobe Reader Download


You may mail us documents, drop them off at the office, or submit them electronically through Egnyte. To submit them electronically please email us one week or more before your Get Acquainted Meeting for a user id and password.

Chesterfield, MO Financial Planning

© Clark Hourly Financial Planning, LLC, an investment adviser registered with the State of Missouri – All Rights Reserved.
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