Prepare For Your First MeetingOur first priority is always to get to know you and understand your current financial picture, and your goals for the future.A first meeting with a financial advisor can be intimidating - do you really want to open your entire financial life to someone? Will you be judged for how much or little you've saved, or how much debt you have?Our goal is to make this as painless as possible - and there won't be any judgement on our end. We're here to help you achieve your financial dreams, no matter what your situation is today. With the following information we can put together a personalized plan for you to be able to achieve stress free financial security. Information We Like To Discuss Here's what we'll need to know to get a better picture of your life: AgeHistory with money and financesPresent income and projected future incomeCurrent and future needsShort, mid and long-term goalsProjected expensesAssets and liabilitiesHousehold dependentsHealth or other concerns that may impact your finances or insurability Documents We Like To See Tax return and W-2 from previous 2 yearsBank statements Loan, debt and mortgage information Employer pay stubs and work benefit informationInsurance statements/policiesInvestment statements Household budgetSocial Security statementsEstate planning documentsOther important information (alimony, child support agreements, etc.) Download the First Meeting Checklist Your Personal Financial Website Your life, all organized in one place. Log in any time and from anywhere to access all of your account information in once place, a benefit the Du Charme Financial Group is proud to offer you, free-of-charge. CLICK HERE TO LOG IN Login to TD Ameritrade Do you have a TD Ameritrade Account and would like to access electronic statements, tax documents or more? Click the link below. If it is your first time logging in click "Get Started". Go to TD Ameritrade Client Login Blog The Du Charme Financial Group is committed to offering you financial resources, market news and tools to help you make informed decisions - our blog is a great place to start! Visit Our Blog Library & Tools Visit our vast library of articles, presentations and videos on a wide array of relevant financial topics. Learn from our glossary, visit our tax center and use our calculators. Ever wonder how much you should save for your kid's college, try out the "Saving for College" calculator and much more! Visit Our Library & Tools Local Businesses We are proud to support local business in New Berlin and across Southeastern WI. Here you can learn about some of the local businesses that we know or work with and enjoy. View Businesses Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops!