Consultation Meeting

There is no fee for your initial consultation meeting for any of the services that we provide. This gives you an opportunity to get to know us and to see if our services will be helpful in meeting your goals and objectives now and for the future. To help prepare for the first visit, listed below is the Personal Planning Questionnaire as well as the list of documents needed for you to bring to the first meeting.  Click the contact us link below to start the process.  We look forward to having the opportunity to work with you.

CONTACT US to receive a free consultation.

Personal Planning Questionnaire

List of documents to bring with you


*Please Note: PPQ-Reliance on Information Provided: Valicenti shall rely upon information provided by you on the PPQ, and will not verify the accuracy of any such information that you have provided. Accordingly, in the event that any such information provided is inaccurate or incomplete, the corresponding recommendations and/or conclusions could be inaccurate or incomplete. It remains your responsibility to notify Valicenti of any changes in the information provided.