The First Meeting
Generally, we like to visit briefly and confidentially over the phone first. If we agree that we can add value to your situation, we’ll set a time for you to come in and meet with us. The purpose of the first face-to-face meeting is for us learn in more detail how we can improve upon your existing plan and portfolio management. In addition, it is an opportunity for you to learn more about us and for us to determine if we are a good mutual fit.

What to Bring

A handshake and what’s on your mind are a great start. Bring any statements or paperwork you feel will be helpful for this initial meeting. We have provided a list to help you pull together your thoughts and concerns. However, these documents are not required for the initial meeting.

Optional Document Checklist

Bring any paperwork you feel will be helpful for this initial meeting. Here are some suggestions:

  • Most recent statements of all assets (i.e. bank, brokerage, IRA, annuity and work retirement plan statements)
  • Social Security estimate of benefits, if available
  • Most recent State and Federal Income Tax returns
  • Most recent pay stubs
  • Any other income sources (i.e. rental income)
  • Your current Wills and/or trusts
  • Insurance policy statements (Home/Auto/Liability)
  • Life insurance policy death benefit amount, premiums paid, cash value. Please include policies owned by you or a trust, or any of which you are the beneficiary.
  • Disability policy benefits statement
  • Estimated value of your home – property tax statement
  • Value of any other real property you own
  • For any debt, (i.e. mortgages, auto loans, student loans) statements that include: remaining balance, interest rate, terms, payment amount