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What to Expect: First Meeting

What to Expect

1st Meeting Discussion

  • Discuss the high-level aspects of your financial situation.
  • Review important financial documents.
  • Create objectives based on your needs and goals.

2nd Meeting Discussion

  • Review our initial financial plan and recommendations.
  • Discuss timeline and necessary resources to achieve your goals.
  • Decide whether or not to move forward with the relationship.

During these meetings, we will:

Offer valuable advice.

Whether you decide to retain us or not, we’re committed financial professionals passionate about educating you on your financial situation.

Keep your best interests first.

Purely motivated by your own success, our recommendations are solely based upon your unique needs and goals.

Offer a second opinion.

Even if you have a trusted relationship currently, going through our holistic process allows you to see your situation from a different perspective. Another opinion can show you whether or not you are receiving maximum value.

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Preparing for Your Meeting


  • Login credentials (usernames and passwords) to all your current accounts. If you do not have login credentials, please try to create them prior to our meeting.
    • Bank(s)
    • Auto Loan
    • Mortgage
    • Student Loans
    • Investment Accounts
  • Other
    • Drivers Licenses or Passport
    • Voided Check

If accessible:

  • Insurance Policies (Life, LTD, Disability, Medical, Car, Property)
  • Bank & Investment Statement
    • Pensions, IRAs, Annuities etc.
    • Investment Accounts
    • Stock Options/Certificates
  • Social Security and/or Veteran’s Admin Information
  • Liabilities
    • List of Credit Cards
    • Mortgages
    • Loans
  • Taxes
    • Tax Returns
    • W-2 Forms
  • Property
    • Titles to Homes, Autos, Boats, etc.
  • Employment Benefits Legal Documents
    • Wills
    • Deeds
    • Revocable & Irrevocable Trusts
    • Power of Attorney
    • Living Wills/Health Directives
    • Buy/Sell Agreements
    • Contracts
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