Marin Family Well-being & Safety Fair 2009 RSVP Date: Friday, August 14th Location: Mill Valley Community Center All fields marked with an * are required. First Name: *   Last Name: *    Email: *   Number of children: *   Phone Number:     Estimated Arrival Time:      (10am to 2pm) Getting Started      Document Checklist A complete list of items necessary for an accurate financial plan. This  data, while vital, is only half of your story. It is coupled with a complete understanding you and your family, which we uncover in the Discovery Phase of our process.      Statement of Needs and Expectations This allows us to deepen our understanding of what you would like out of your financial planning process, therefore allowing us to further customize your plan and experience.     Home | Elaina C. Serotte, CAS, CFS. All Rights Reserved. | Site by Ailish Design