The purpose of our initial meeting is to determine if there is a mutual fit. You need to make sure that the services I provide fit your objectives, and I need to make sure that my services will benefit you. An ideal client for my practice is someone who is receptive to advice, and whose situation I believe I can improve through my expertise.
Please bring the following items to our initial meeting:
- Complete copies of most recent statements for all investment accounts (banking, brokerage, retirement, and annuity)
- Copies of all insurance contracts (disability, life, long-term care, and liability)
- Copies of all estate planning documents (will, trust, etc.)
- Copy of most recent tax return
- Completed budget worksheet (Printable Budget Worksheet)
- Completed risk questionnaire (Printable Risk Questionnaire)
This information will help me understand your current financial situation, and make our time together more productive.
I strive to provide an outstanding level of service to a relatively small number of clients. I look forward to meeting with you, and I appreciate the opportunity to help you achieve your financial goals. Thank you.
