Your First Meeting

As a part of our Discovery process, the following items help us to have a full picture of your financial planning and goals.

Client Questionnarie

To serve you best, it's important to us that we get to know you. Please complete our client questionnaire before your first appointment.

Please bring any of the applicable items to your next appointment:

Last 2 years of Income Tax Returns
Investment Account Statement(s)
Social Security Statements (if not currently receiving)
Medicare Statement
Pension Statements, if applicable
Outstanding Loan Statements — balance, rate, term, maturity, (auto, home, credit card)
Life Insurance and Long Term Care Policies and Statements
Annuity Statements
List of Real Estate Holdings
Wills and/or Trust Documents