Simply give us a call and we’ll arrange to visit briefly and confidentially with you on the phone. If we agree that we can add value to your situation, we’ll schedule an initial meeting.

The Initial Meeting

The purpose of this complementary, initial meeting is for us to learn in more detail how we can improve upon your existing planning. In addition, it is an opportunity for you to learn more about us and for us to determine if we are a good mutual fit.




What to Bring

Bring any statements or paperwork you feel will be helpful for this initial meeting. Below is a list to help you pull together your thoughts and concerns. However, these documents are not required for the initial meeting.




Optional Document Checklist
  • Most recent statements of all assets, including: 
    • Bank and brokerage statements
    • IRA statements
    • Annuity statements
    • Retirement plan statements from work
  • Social Security estimate of benefits
  • Most recent federal and state income tax returns
  • Most recent pay stubs and expenses (budget)
  • List of asset and liabilities; indicate legal ownership of all assets
  • Birth dates for you and your children
  • If college funding is a concern, what level of support would you like to provide for each child or grandchild?
  • Your current wills and/or trusts
  • Employer provided benefits documents
  • Insurance policy statements
  • Homeowners insurance statement
  • Life insurance policy death benefit amount, premiums paid, cash value. Please include policies owned by you or a trust, or any of which you are the beneficiary.
  • Disability and long term care policy benefits statement 
  • Estimate of value of your home – property tax statement
  • Statement showing details of mortgages: remaining balance, interest rate, terms, payment amount



Disclosures 

Clients may request a paper copy of our Form ADV disclosure documents at any time.