Meeting Preparation

In order to get a clear picture of your current financial situation, we ask that you download our Information Questionnaire, HERE, fill it in full and either bring it with you and/or return to us electronically.

Also, please bring these documents with you to our initial meeting:

ASSETS:

  • All recent bank, brokerage and retirement statements

  • Statement of real estate owned

  • Copy of any annuity contracts

INSURANCE:

All insurance policies including life, home, auto, disability and/or long term care

LIABILITIES:

Debt details: payments, interest rates, and balances

OTHER:

  • Budget

  • Trust

  • Will

  • Buy-Sell Agreement