A personal note from Jennifer Lane
Thank you for your interest in Compass Planning Associates!

Please provide your name and contact information and Beth Bond will be in touch with a link to complete our full online questionnaire and to help schedule a consultation.

Best,
Jennifer

A few housekeeping items:

  • I recommend making use of the TAB key as you move from one field to the next on this form. It will make things go much quicker.
  • The form auto-saves frequently, so you can close the form at any time. Don't worry about losing information if your computer fails or if you lose your internet connection.
  • Do not forget to attach the relevant documents on every document field. This will help me create a paperless document vault for you in addition to providing me with much needed relevant information.

 

I look forward to taking a look at your information and scheduling our next meeting together. If at any time you have a problem, please reach out to me. I can even get online with you if you need any assistance.

 

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