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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:

1
Offer valuable advice.

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

2
Keep your best interests first.

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

3
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

Bring:

  • 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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