Broker Check

Congratulations on scheduling your initial consultation with Dianna Laney!

What's Next?

- Within two business days you will be receiving a link to provide us with more information on your household financial situation. In order to be best prepared for your initial meeting we please ask you to upload the following within the emailed questionnaire:

  • Pay stubs
  • Liability statements
  • Bank statements
  • Last years tax returns
  • Investment statements
  • Any other financial documents you wish to discuss

- You will receive a confirmation text and phone call 48 hours in advance

- After your initial meeting, Dianna will call you within two business days to discuss engaging with our services further. If you decide not to join our team as a client, we will delete your information and statements within one business day.

Frequently Asked Questions

Q. What if I don’t feel comfortable uploading my financial documents

  • Precise FP Security Statement - PreciseFP uses a multi-layered approach to protect Information Resources and related "information assets". The design of the Network includes a firewall around the network perimeter to provide an additional layer of security to devices that communicate directly with external networks.
  • You can also bring the hard copies into your meeting. Just note that we will not be as prepared to address your financial questions within the first meeting

 Q. How do I navigate the parking lot

  • Once you complete the questionnaire your will receive an email with directions to our office.