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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. 

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

Information We Like To Discuss

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

  • Age
  • History with money and finances
  • Present income and projected future income
  • Current and future needs
  • Short, mid and long-term goals
  • Projected expenses
  • Assets and liabilities
  • Household dependents
  • Health or other concerns that may impact your finances or insurability
Documents We Like To See

Documents We Like To See

  • Tax return and W-2 from previous 2 years
  • Bank statements
  • Loan, debt and mortgage information
  • Employer pay stubs and work benefit information
  • Insurance statements/policies
  • Investment statements
  • Household budget
  • Social Security statements
  • Estate planning documents
  • Other important information (alimony, child support agreements, etc.)
Download the Data Gathering Checklist


Our Client Process

Discovery

Discovery

Meet in person or virtually to get to know each other. Share information needed to create your personalized financial plan.

<span>Proposal</span>

Proposal

Once your personalized financial plan has been created, you will meet again to discuss the options.

<span>Implementation</span>

Implementation

When you are comfortable proceeding with your plan, then paperwork or e-documents are created by our team for you to complete.

<span>Review</span>

Review

At least annually, you will connect with your advisor and share updates. This leads to a repeat of the process as necessary for any updates or changes to your plan.