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Prepare For Your First Meeting

Our 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. 

Information We May Ask For At The Meeting

Here's what we'll need to know to get a better picture of your life: 

  • Your age
  • Your present income and projected future income
  • Your current and future needs
  • Your financial goals for short, mid, and long-term
  • Any projected expenses
  • Your assets and liabilities
  • The number of dependents you are responsible for
  • Any possible health or issues that may impact your finances

Documents We Like To See

  • Tax return and W-2 from previous 2 years
  • Bank statements 
  • Employer pay stubs 
  • Insurance statements 
  • Loan information 
  • Debt information 
  • Investment statements 
  • Your Personal Budget
  • Social Security Statements
  • Estate Planning Documents
  • Other important information (alimony, child support agreements, etc.)




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

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

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

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