Discover and Fact Find

The first meeting will be a time to ask questions and learn about my investment process. I'll ask some questions but mainly listen to your worries, goals, and unique situation.


What are your goals in life?

Fact Find

What is unique to you. What worries, dreams, and challenges do you face?


Securities offered through Sigma Financial Corporation, member FINRA/SIPC
Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor.

Philip Grimm Financial Planning is independent of Sigma Financial Corporation and SPC.


©2020 by Philip Grimm Financial Services.