WHAT TO BRING TO THE FIRST MEETING
For your initial appointment, please provide as many pieces of information from the following list as possible. This will assist us in creating a complete picture of your financial situation.
- Last tax return
- Financial statements including 401K, brokerage accounts, IRA, Roth, and Mutual Funds
- Insurance policies and Annuities
- Employee benefits including stock options and profit sharing
- Copies of will and /or trust documents
- Debt balances and interest rates owed