At our first meeting, we will assess your situation and learn more about you.
What to bring:
At the first meeting, we will not spend a great amount of time making recommendations. However, we will spend time learning about your situation, goals and needs. It is very important that you bring any documents that you think may help us. These documents may include:
- A completed net worth and/or cash flow statement
- Declaration pages from insurance policies (health, life, disability, property, etc.)
- Tax returns (previous year only)
- Wills, Trust documents, Power of Attorney documents, etc.
- Loan terms (maturity, interest rate, etc.)
- Investment, bank account statements, 401(k) statements
It is not a must to bring these documents; however, it may save you time and another appointment by bringing them in on the first meeting. Should we decide to work together, you will have everything there for us to get started on your plan.
