Appointment Confirmation

Documents for the ALTCS Planning Customer

Thank you for scheduling an initial consultation with us!

If you would like to save some time before your appointment, please review the forms listed below. If you want to complete the forms or make notes to them, please “click to view” to download them to your local computer or device, then work in your saved document to make any changes.

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Document

Items Needed for Appointment

Click on link to review the list to prepare for the appointment. You are NOT required to have these documents with you, but you should be able to respond to questions about the items on this list to take full advantage of the consultation.

Form

Intake Planning Questionnaire

View the document to print or download our questionnaire. Complete and bring it with you to the appointment OR send a completed one to us prior to the appointment.

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Video

Initial Education

View the video education portion of the consultation on our YouTube Channel!

RELATED VIDEOS

INTRO TO MONTGOMERY & ASSOCIATES

THE TRUE POWER OF PAPER

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Document

Intro to M&A Services Packet

Click on link to review our handouts to describe each service we offer.

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Document

Intro to ALTCS, MCS, & VA Packet

Click on link to review a packet of forms and information pertaining to the government programs: ALTCS, Medicare Cost Sharing, and Veterans Benefits.