Uncovering your goals
The approach we take is a relatable one. We’ve found that by sharing our experiences, challenges and personal situations, it helps our clients see that we follow our own advice. We practice what we preach.
So, after we get to know you through our in-depth discovery process, you can visualize how learning about your objectives translates into developing a financial plan that meets your goals. Our first meeting is just a conversation to understand and get to know you. We haven’t done our job if we have done more than half of the talking – this is about you.
What to bring to your first meeting
As we’re learning everything about your financial situation, goals and needs, it is important to bring any documents that may help us understand your overall financial picture. This not only saves time, but also better assists us in developing a financial plan distinct to you. We’ve found the below pieces of information helpful to gain a full understanding of your current financial situation so we can best guide you moving forward, and we ask that you share what you’re comfortable with.
- A net worth or balance sheet statement
- Declaration pages from your insurance policies
(Life, disability, long-term care, etc.) - Tax returns (previous two years)
- Wills and trust documents
- Loan terms (maturity, interest rate, etc.)
- Investment/bank account statements, IRA and 401(k) statements
- Your financial inventory workbook
