WHAT TO EXPECT

If you’ve never worked with an advisor, it can feel intimidating to reach out or attend your first meeting. It is our hope that this section will help you feel more at ease and prepared. While working with you, it is important that we get to know a good deal about you. We will work to understand your current circumstances and financial goals. Many clients find this process helpful as they may never have given thought to financial goals beyond general retirement savings. These are some of the areas we’ll explore with you:

  • Contact Info

  • Housing Situation

  • Family Makeup

  • Savings/Checking Account Values

  • Monthly Spending

  • Outstanding Debt

  • Employment/History

  • Income

  • Insurance

  • Investment Experience

Initial Meeting

Please bring the following to your meeting:

  • Recent Financial Statements, including:

    • Investment Accounts

    • Statements from Employer Sponsored Retirement Accounts

    • Life Insurance/LTC Policies

    • Old Employer Retirement Accounts

  • Social Security Statement (if you haven’t already, we recommend you create a Social Security Account Online and download current benefit profile.

  • Most Recent Tax Returns

If you do not have answers to all the questions or are unsure about the items on the list, do not be intimidated! Come, let us help you to discover your financial future. The best time to begin saving and planning is now!

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