First Meeting

The first meeting is a complimentary consultation. This is an opportunity for us to meet each other and ask questions.

Typically, the following topics will be covered.

  • A discussion of what brought you to our office. “What are you goals and dreams?”
  • An initial assessment of your “financial house” and how you can benefit from financial planning.
  • A discussion of what services are provided by our practice and the fees associated with them.
  • A discussion of the next steps in the process.

Things to bring to the first meeting:

  • A list of your goals and dreams
  • Latest earnings statement
  • Summary of benefits from work
  • Investment statements, including retirement plans
  • Bank statements
  • Mortgage statement
  • Credit card statements
  • Last year's tax return

 

Request Consultation

Please fill out the form if you have any questions or would like to schedule an appointment.

Request Consultation

CAPTCHA

This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.

17 + 0 =