First Meeting

We like to think of our first meeting as an information exchange. We take this time to focus on getting to know you so that we can identify what you feel is important as well as who you are financially. It is also extremely important that you are comfortable with us, so we encourage you to come with all of your questions and ask away!

In order for us to provide the best service, we ask that you gather the following for our first conversation:

  • Your latest tax return
  • Current financial statements for:
    • Bank accounts
    • Non-retirement investments
    • IRA and Roth IRA investments
    • Workplace savings investments (401(k), 403(b), SIMPLE IRA, SEP-IRA, etc.)
    • Cash value insurance policies
    • Annuities
    • Any other statements that you feel are relevant to achieving your goal
Office Building