Before we get into the numbers and strategies, I’d like to understand what you’re envisioning. There are no right or wrong answers, so share whatever comes to mind. Your input will give me a starting point, and I’ll bring my experience, ideas, and resources to help you explore what’s possible and shape the path forward.

Richard Cox Wealth Manager, Raymond James Financial Services, Inc. 523 Benfield Rd Ste 201, Severna Park MD 21146 Richard.Cox@RaymondJames.com 443-868-1830

Type or record your answers. Click Record beside any question. Click it again when you’re finished, and your response will appear in the answer box, where you can review and edit it. On an iPhone, tap the answer box, then use the microphone icon on your keyboard to dictate. Prefer to write your answers by hand? Download and print a blank form, complete, and email scan or photo to Richard.Cox@RaymondJames.com

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