Your First Appointment
Our team is looking forward to connecting with you. In our first meeting, we want to spend time to get to know you. It is important for us to understand your financial goals and values.
Feel free to leave your financial documents at home and enjoy a cup of coffee with us, or you are welcome to bring your documents with you. If you have specific concerns, some documents that will help give us an overview of your financial situation include:
- Bank or Credit Union Account Statements
- Mortgage Information
- Pension Estimates
- IRA/ROTH IRA Statements
- Retirement Plan Statements (401k, 403b, etc.)
- Social Security Estimates
- Statements for your Non-Qualified (after-tax) investment accounts
You will find directions to our office by clicking here.