Your First Meeting
Your First Meeting
As a part of our Discovery process, the following items help us to have a full picture of your financial planning and goals.

Client Questionnarie
To serve you best, it's important to us that we get to know you. Please complete our client questionnaire before your first appointment.

Document Checklist
Please bring any of the applicable items to your next appointment:
- Last 2 years of Income Tax Returns
- Investment Account Statement(s)
- Social Security Statements (if not currently receiving)
- Medicare Statement
- Pension Statements, if applicable
- Outstanding Loan Statements — balance, rate, term, maturity, (auto, home, credit card)
- Life Insurance and Long Term Care Policies and Statements
- Annuity Statements
- List of Real Estate Holdings
- Wills and/or Trust Documents