To get started, we'd love to get to know you. Please download, complete, and email the following forms to wealthnetservice@farther.com, then book your initial appointment with Louis Llanes or a member of our advisory team. This allows us to review your details in advance and make our first conversation as productive and valuable as possible.

These forms were thoughtfully designed by Louis Llanes to help us make the most of our time together. If you're unsure about any items, don’t worry—our team will be happy to assist you. Louis’s proprietary wealth advisory process is fully personalized and designed to feel smooth and seamless.

Forms to Submit (PDF Downloads):

• Document Checklist

• Client Profile Form

• Vision Builder

• Goal Grader

Additional documents may be requested based on your situation—we’ll let you know if needed.

Questions? Feel free to contact us anytime.

Email: wealthnetservice@farther.com