Kooman & Associates, Inc

______ A Wealth of Information ______ To help you gain perspective

Leap the Dips
Altoona is home to the world’s oldest wooden roller coaster, the Leap the Dips, in Lakemont Park.

Helpful resources To help you gain perspective

The materials below will help you prepare for your first meeting with our team (the discovery meeting) and become more familiar with how we work with clients.

Preparing for Your Discovery Meeting

The focus of our first meeting will be getting to know you. We’ll talk about the values and relationships that motivate and define you, your goals and hopes for the future, and how you want to work with our team. To get the most out of the time we’ll spend together, we ask that you bring the information outlined below to help us develop a clear understanding of your current financial situation.

517 S. Logan Blvd. Altoona, PA 16602 T: 814.941.4800 F: 814.941.4807 Map and Directions

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