Introductory Meeting

At Bridger Financial Group, we believe your time should feel productive, focused, and personalized. Completing these short forms ahead of your meeting allows our team to: Understand your current situation, identify key areas of focus, and prepare thoughtful guidance before we meet.

Please have these completed at least 5 days before the meeting so we have time to prepare.

*Please save the link in your browser if you do not intend to fill out the forms right away!

Please Note:
If you are completing the forms jointly, only one person needs to complete the Financial Asssement. If you and the other person on your account will be completing different parts of the questionnaire or working on it at different times, you will both need to use the same PreciseFP login so that you are accessing and updating the same questionnaire.

The Risk Tolerance Questionnaire should be completed individually. Each person will need their own PreciseFP account/login to complete their questionnaire separately.