Prepare

Just getting in to see a financial professional is half the battle.

Have you avoided, canceled or rescheduled an appointment with a financial professional because you have to complete questionnaires and gather account statements? You’re thinking:

I don’t know the answers to half of these questions.
This is going to take hours that I don’t have!
I wish someone else could do this for me.

Don’t let the paperwork required by financial professionals be an obstacle to achieving your goals. The Financial Sort makes it easy to connect with your financial professional. By sorting through your financial records to find the relevant account statements and using them to complete the forms, we prepare the documents for you to save you time and hassle.

Keep that appointment. Arrive relaxed and ready. Let us sort out your finances. Contact The Financial Sort about our Prepare^℠ service.

The
Complete
Financial Sort
All 4 Services
20% Off

Are You a Financial Professional?

Financial Advisors · Attorneys ·
Accountants · Mortgage Brokers

The Financial Sort Prepare^℠ service makes it easier for your prospects and clients to keep their appointments with you. Learn how →

Shabana’s sincerity, caring and compassion are what make her different. It was comforting to know she was there for me for my money matters. Gail Miyahira

Shabana helped me set up realistic goals and get on track by saving for my retirement, emergencies and vacations. Because of Shabana’s guidance, I now have a solid financial foundation. Roberta Kokx

Shabana is an exceptional advisor. Besides being knowledgeable and hard-working, I always felt she truly cared about us as people. Kathleen Suzuki

Shabana truly saved us financially. I honestly believe we’d be in debt right now with no savings for emergencies, retirement or college without her guidance. Glennis Ooka

Shabana provided us with personalized and caring assistance from the first day we met her. Her attention to detail sets her apart. Trustworthy and an expert in her field, she exceeded all of our expectations. L. Bisquera

Our years of working with Shabana were full of fond memories. She is definitely a people person with strong relationship skills. James & Suzanne Aki

From the time of our very first meeting, both my husband and I felt at ease in discussing our financial situations. Shabana is very professional, explains things very well and is always open to any kinds of questions. James & Suzanne Aki

We always took Shabana’s advice over the many years we worked with her. Thanks to her suggestions, at this point in time we are both retired and living comfortably. James & Suzanne Aki

Shabana did a fantastic job in helping my husband and myself to meet our goals. She was always available, easy to talk to, honest, dependable and conscientious. She looks after her clients like family. Bonnie B.

I am so grateful for the wonderful advice Shabana gave me over the years to make my retirement secure and comfortable. Claudia McDonald

I had so many accounts spread out all over the place. As a busy attorney, it was difficult for me to stay on top of them. Shabana helped me consolidate my finances to make them easier to manage. Marlene Young

Thank you Shabana, from an attorney who didn't know anything about organizing her money matters! Marlene Young

We have found Shabana to be diligent, thorough and knowledgeable. She spent time with us setting up our goals and is committed to seeing that we achieve them. Cathy & Ed Martens

Working with Shabana has been a rewarding experience in every sense of the word. Cathy & Ed Martens