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.
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