Your Financial Profile Our confidential fact finder, Your Financial Profile, is a key step in the process of establishing a sound financial strategy. The objective of planning is to lead you from where you are today to where you want and need to be. Please click on the Your Financial Profile image or link below, complete the downloaded form and return to my office. Form requires Adobe Reader 7.0 and above. Click here to download for free. Have a Question? Name Email Phone Question Thank you! Oops!